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How to register cash or check payments?
How to register cash or check payments?

Learn how to register your client's cash or check payment.

Updated over 3 months ago

Do you have a client who has just paid you a cash or check payment? Use the "Add Payment" function to record it and ensure that your client's remaining balance is correct.

To add a new payment to your client's booking please go to your trip dashboard and choose "Add Payment".

There are three payment options:

  1. Pay Installment Due -- this allows you to pay the next installment for your client.

  2. Pay all remaining installments -- this allows you to pay all of the remaining installments for your client. The client's balance will be fully paid.

  3. Pay -- this allows you to record a custom amount being paid at your discretion. The client's balance due will be reduced by the amount entered.

Choose the payment method

You can now choose the payment method. There are three options; please use the "Cash or Check" option. You can record cash or check payments; no transaction fee is applied. By checking the box, you can choose whether you'd like your client to receive a booking confirmation email. 

We highly recommend using the note field to indicate details about the payment so you and your client will know what this payment refers to.

The other options available:

  1. Checking Account (these options will change depending on the currency chosen). You must have your client's bank information at hand. Standard WeTravel pricing applies.

  2. Credit/Debit Card. You must have your client's credit/debit card information at hand; standard WeTravel pricing applies.

Click on "Confirm Payment" and you have successfully recorded a payment. You will see the following message: "Payment successfully added."

You can now manage that participant's booking as usual!

FAQ about the "Add Payment" function

What are the fees using the Add Payment function?

Regular WeTravel pricing applies unless you're recording a cash/check payment, for which we don't charge any fees.

How will the payment plan be affected if I record a custom amount?

The payment plan will have the same dates as before. The balance due will be reduced by the amount you've just entered. The payment will first be applied to the deposit. If it's larger than the deposit, it will be applied to the deposit and the first installment. If it's even larger, it will be applied to the deposit, first installment, second installment, and so forth.

Is the payment information saved?

No, for security purposes, we don't save your client's payment information.

Can I add a payment when the booking has been canceled?

No, payments can only be added to users marked as going. If you have canceled a user and want to reinstate them, please ask them to book the trip again.

Are the Terms and Conditions that I have added to my profile included in this function as well?

Yes, they are. You can add your own Terms and Conditions to the checkout process, and you agree to them when you click on "Confirm Payment."

Can I change the note after confirming the payment?

No, unfortunately, the note cannot be changed after the payment has been confirmed.

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