When a client contacts you over the phone or in person and wants to pay using a credit card. When the Activity Process Type - Simple Booking the card is charged automatically from when the booking is made. For Booking After Confirmation the card needs to be charged after the invoice has been raised. Please go to step 15.
Go back to Main Menu, select Clients then Client List type in the Clients name in the Search Bar
Select the Actions button above Client Tile and Create Activity Booking
The Create Booking Request window will be displayed, enter the event name in the Search field, review the attendee capacity for the event, then select the Continue Booking button
Review the Client and Activity Details in the Booking Request Form pane choose the ticket from Package Selection ie Adult, Concession and the Ticket Price, the Sub-Total, GST and Total will be displayed
Select Payment Method choose
online Credit Card option if you are using Social Planet’s gateway
offline Credit Card option if you are using your own payment system
If the credit card number hasn’t been stored, select Or manually enter card details
Enter the Card Number, enter the Credit Card Type – Master Card or Visa, enter the Expiry Date, enter the Security Code – three digits on the back of the card. Enter the Name on the Credit Card, Enter the person’s residential address (will populate if its stored in their profile)
Invoice using select Social Planet or Third party invoicing system
Remember for offline Credit Card payments remember to Tick - Mark Invoice as paid
In the Booking Status, select from
In Progress, further action required, activity session dates have not been assigned.
Place on Waitlist, organise payment, assign to activity sessions
Approved, payment has been accepted, then
allocate client to all available sessions, use the drop-down list to select session dates.
Select Complete Booking button, the credit card will be charged for activities where the booking process type is Simple Booking, the client will receive an emailed receipt.
The Booking Request Page will appear, review the booking to ensure all sessions have been allocated
Select the Manage Requests Button to be taken to the Requests Page
Under Payments, a tax invoice will be displayed along with Paid label
For credit card payments that are made for activities with the Process Type - Booking after Confirmation, select Actions to Add invoice.
In Add Invoice, keep selected - A new invoice, issue date can be changed, select Add
An unissued invoice will be displayed on the client tile, move cursor and select on the invoice ie Kelly Conway - Tax Invoice unissued.
Select Issue, an Issue Date and Due Date window will display, change if necessary.
At the top of the invoice select Charge Card
The Charge Card will appear displaying the amount, enter a description, the last four digits of their card number and expiry date will display. Select Charge.
