Do you have a participant who wants to pay a custom amount (differing from the set payment plan or balance due)? 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".
A) You have set up a payment plan for your client
There are 3 payment options, choose "Enter Amount" -- this allows you to record a custom amount being paid at your discretion. Client's balance due will be reduced by the amount entered.
The other options available:
- Pay Installment Due -- this allows you to pay the next installment for your client.
- Pay all remaining installments -- this allows you to pay the all of the remaining installments for your client. Client's balance will be fully paid.
B) You have not set up a payment plan for your client
There are 2 payment options, choose "Enter Amount" -- this allows you to record a custom amount being paid at your discretion. Client's balance due will be reduced by the amount entered.
The other option is "Pay Balance Due" -- this allows you to pay the balance due of the trip for your client.
Choose the payment method
You can now choose the payment method. There are 3 options:
- Checking Account (ACH for USD, SEPA for EUR and BACS for GBP). You will have to have your client's bank information at hand, standard WeTravel pricing applies. Your client receives a booking confirmation email.
- Credit/Debit Card. You will have to have your client's credit/debit card information at hand, standard WeTravel pricing applies. Your client receives a booking confirmation email.
- Cash or Check. You can record cash or check payments, no transaction fee applied. You can choose if you'd like your client receiving a booking confirmation email by checking the box. We highly recommend to use the note field to indicate details about the payment so you and your client will know what this payment refers to.
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 "Add Payment" function
What are the fees using Add Payment function?
Regular WeTravel pricing applies unless you're recording a cash/check payment, for which we don't charge any fees.
How is the payment plan 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 deposit, first installment and 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 who are marked as going. If you have canceled a user and want to reinstate them, please ask them to book the trip again.
Are my Terms and Conditions that I have added on my profile included in this function as well?
Yes, they are. You can add your own Terms and Conditions to the checkout process and they are agreed to when you click on "Confirm Payment".
Can I change the note after confirming the payment?
No, unfortunately the note cannot be changed after confirming the payment.