Flexi/payment Plan bookings | Cancel where outstanding payments are still due

If you have a payment plan installed against a booking and admin need to cancel the booking, the upcoming transactions will need to be cancelled also.

Cancel the booking and upcoming payment instalments + refund previous payments eg refund the booking

1. Login as Admin

2. Open bookings

3. Search and select the booking

4. select Cancel delegate

5. On the popup, select the delegate to cancel, apply reason code

6. Select ‘Create Journal Transaction'

   1. By default, it will populate the booking total

   2. Review the values on the popup to confirm you are cancelling the upcoming payments and refunding the payments already made.

Outcome

• The booking is cancelled

• The upcoming payments have been cancelled

• A credit has been applied to the original transaction.

Cancel the booking and upcoming payment instalments + do not refund previous payments eg just write off upcoming payments

In this instance, you’re keeping the original payments but not taking any further payments.

1. Open bookings

2. Search and select the booking

3. select Cancel delegate

4. On the popup, select the delegate to cancel, apply reason code

5. Select ‘Create Journal Transaction'

6. Review the original transaction section (read only section)

   1. Take note of the Paid Amount line item. This tells you the amount paid so far.

7. Scroll to the next editable section Journal Details

   1. it will pre-populate the original transaction value and will Assume refund of the total booking

   2. Edit the Journal details to exclude the already Paid amount

8. SAVE

Outcome:

• No refund is given for the paid amount

• The outstanding balance is written off eg client does not need to pay

Cancel the booking and keep the remaining payments outstanding

1. Open bookings

2. Search and select the booking

3. select Cancel delegate

4. On the popup, select the delegate to cancel, apply reason code

5. Do not select ‘Create Journal Transaction'

6. Continue with cancellation

Outcome:

• The booking is cancelled

• Transactions related to the booking have not been affected / cancelled. It continues to keep the previous payments and upcoming payments