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Precondition - the contact has a booking that was prepaid and then cancelled. You have a new outstanding transaction that needs to be updated See user guide on cancelling a booking here |
Login as admin
Search and select the contact
Navigate to the contacts' Accounts tab
Review Transactions displayed
You will see a credit available transactionYou transaction
You need to select the Credit available transaction, once you’ve done this:
Select the Action button (corner right), select Journal - Cancel Transaction from the dropdown
On the popup, add a note for reference e.g. Updating transferred booking id 1001 with this credit
Save
Next, select the outstanding transaction for the new booking
Select the Action button (corner right), select Make a Payment
Select type = Cash (this is a workaround for the moment)
Enter the amount you want to pay off i.e. the amount of credit you cancelled in point 5
Add a note for reference.
Save
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