PRICING: PIF to Installment (vice versa)

NOTE 1 : 

If the booking has no payment against the booking, and is set to cancel without funds, make a new booking as opposed to following the below UNLESS customer is providing you with immediate CC payment over the phone. 

NOTE 2:

If the booking form has NOT been completed and there is a payment on file, please continue to make a new booking and raise a task for finance to transfer the funds to the new booking.

SCENARIO:

A customer purchased a tour package and chose to pay in instalments. The customer changes her mind the next day and requests full payment instead (within cooling off period).

WHAT-TO-DO:

• Check if the booking form has been completed. 

  1. 1. • If not, cancel the booking and make a new one. 

• If yes, follow the below steps;

  1. 1. • Open the booking in Perseus (BE)
          * Management Tab
          * clear deposit, instalment date, instalment amount
          * Edit the Final Payment amount (full payment amount)  and Final Payment Due Date (the day that they paid)

• Click Save changes

• Check invoice

• Take payment and ensure the invoice status is on Paid. This is to avoid the booking cancelling. 

SCENARIO:

A customer purchased a tour package and chose to pay in Full. The customer changes her mind the next day and requests to pay in instalments (within cooling off period)

WHAT-TO-DO:

• Check if the booking form has been completed. 

  1. 1. • If not, cancel the booking and make a new one. 

• If yes, follow the below steps;

  1. 1. • Open the deal on the website and view all payment terms. 

• Open the booking in Perseus (BE)

  1. 1. • Management Tab
          * Add in all payment terms which reflect the booking as purchased ( rate and due date) Please ensure the rate is TOTAL owed and not PP.
          * the final payment amount will auto calculate when you save all the above installments.

• Click Save changes

• Check invoice

• Take payment if no deposit is on file. This is to avoid the booking cancelling and having to be re-booked.