Guests pay in all sorts of ways — online at booking, over the phone, at a walk-up desk, or later toward a balance. TripWorks records every one of them on the trip's Payments tab, so a booking always shows exactly what's been paid and what's still due.

Apply a payment

A guest can pay the full amount at booking, or apply payments toward the balance before or after the experience — useful when you only require a deposit up front.

1. Open the trip and select Payments.
2. Select Payment and choose the method.
3. Enter the amount — the full total, or a partial amount toward the balance — and confirm.

Payment methods

• Credit card — the most common method, for online, phone, walk-up, and reseller bookings. Enter the full or partial amount to charge.
• Cash — choose Pay By Cash and enter the Tender Amount (what the guest handed you). TripWorks calculates and records the Change Given automatically, which makes balancing your cash drawer at the end of the day much easier.
• Check — select Check to log a check payment on the trip.
• Wire transfer — record the sender, wire date, and amount for a wire payment.
• Other — for anything else (common when you're new to TripWorks and still setting up), enter the amount and note where it came from in the comments.

Whatever the method, the payment lands on the trip and flows into your reports. To return money, see Refund a payment; to collect from several guests, see Splitting payments between guests.

How a payment applies across tickets

A payment can be tied to particular tickets, or taken against the trip as a whole. Which one it is decides what happens to the balance on every other ticket, so it is worth knowing.

• Tied to specific tickets. For example, when you collect from one guest in a group. It only ever counts toward those tickets.
• Taken against the trip. This is the ordinary case, when someone pays a total. It is shared across the tickets it covered, in proportion to what each ticket is worth. It also covers amounts no single ticket carries, such as a pickup fee or a gift card sold on the trip.

A trip payment only covers the tickets that existed when you took it. Add a ticket to a trip that is already paid and the earlier payment is not stretched to cover it. The new ticket shows its own full amount due, Pay Now collects exactly that, and the tickets already settled stay settled.

Example. A family of four pays their trip in full. The next day a fifth guest joins and you add a ticket. That ticket shows its full price, and charging it collects the full price. The original four keep reading as paid, because the payment they made was never meant to cover a fifth person.

Two details worth knowing:

• A cancelled ticket still counted. If a ticket existed when a payment was taken and was cancelled later, that payment is still treated as having covered it. Refund it if the money should go back to the guest.
• Redeemed gift cards spread across the whole trip, rather than only the tickets that existed at the time, because a redemption isn't tied to a moment in the trip's history.
• Tips are separate. A tip is never spread across tickets; it stays a tip.

Frequently asked questions

Related

• Splitting payments between guests
• Refund a payment