Charge a booking or separate fee using the add charge option

The purpose of this article is to help you learn:

How to use the Add Charge option

Using the Add Charge Option

The Add Charge option has been designed to allow the merchant and staff to charge bookings and charge separate fees outside of the total associated with a particular booking. To access this feature, please go to:

Bookings > Booking Charges > Pending or All Charges tab

Click the white Add Charge button located in the upper-right corner of the section. There are two different options located in the Add Charge feature: Charge Booking and Separate Charge.

The Charge Booking option allows you to charge or precharge a booking already in the system.
The Separate Charge option allows you to create an extra charge not associated with a booking in the system.

Charge a Booking

To use the Charge Booking option, search the customer's name, email address, or phone number in the search field to locate their profile.

Click on the customer profile to view and check the boxes next to the booking(s) you would like to charge. The total charge amount will be displayed in the field below.

Next, click the Payment Information section to enter a new credit card, select an existing credit card, or pick cash/check to charge the booking.

At the bottom of the side menu, click the Notification section if you would like to disable or exclude customer notifications from being sent upon charging the booking(s).

Finally, click the blue Charge button at the bottom right corner of the menu to process the booking charge. A green system notification will appear in the top right corner of the page, confirming the charge has been successfully processed.

Create a Separate Charge

To use the Separate Charge option, select Separate Charge at the top of the Add Charges section. Next, select whether the charge will be for a New Customer or an Existing Customer.

If the charge is for a New Customer, fill out the fields below to create a customer profile upon charging.
If the charge is for an Existing Customer, search the customer's name, email, or phone number is the search field to select their profile and an address to associate with the charge.

Next, enter the total you want to charge the customer into the Charge Amount section.

Next, click the Do you want to pay provider(s)? section and select whether any providers should receive a portion of this charge as payment.

Select Yes to pay one or more providers by searching their name in the search field and allocating their payment amount to the right of their name.
Select No if none of the payments should be allocated to providers.

If you'd like to add any notes to the charge, click on the Notes section and click the blue Add Note button. Notes can be added for the merchant/staff, the provider(s), and/or the customer.

If you would like to include the customer note in the customer's charge notification, check the box next to Include in notification.