...
To configure a new payment term set, click on the “Add” button under the “Sets” table as shown below.
...
You should get the following pop-up:
...
Name of this payment term set
Priority: This represents the importance of your payment term set compared to other payment term sets. Priority really comes into play when you have multiple payment term sets for the same validity period. The priority has to be a positive number.
When there are payment term sets configured on both parent and child Distribution Channel, the system takes the priority number into account when deciding the set in the reservation.
Example: Parent Distribution Channel has a payment term set with priority 10, child Distribution Channel has a similar set with the same conditions but priority 2, then the reservation manager will take the set from the child Distribution Channel.
Example: Parent Distribution Channel has a payment term set with priority 2, child Distribution Channel has a similar set with the same conditions but priority 10, then the reservation manager will take the set from the parent Distribution Channel.
Optional fields
Description
Extra costs: This field can be used to select an add-on that you want to link to this payment term set.
Choose a remindrer reminder set: This field allows you to link a reminder set (a set of conditions that apply to when a reminder should be sent about the booking).
...
Here you need to select the way of notification to the customer about the payment term(s). You can either select to notify the customer via e-mails or via hard copy letters sent by postal mail. To setup these notifications, you need to set-up tasks.
...
.
...
The e-mail method must be selected, however we strongly suggest selecting both elements as this gives maximum flexibility. You can also set a priority for each element. We suggest giving a higher priority (lower number) to the e-mail method. To setup these notifications, you need to set-up tasks.
| Info |
|---|
You can setup these Tasks in the Notification Manager in the tasks Menu. |
Once you have chosen the sending methods, click on “Next>>”. You should get the following new screen:
...
click on “Next>>”. The following new screen should pop-up:Here you can configure the payment methods that you want to link to the payment term set. We suggest using the post and e-mail methods. You can also set a priority for each chosen element.
...
Payer/payee for this payment term: Select who is going to be payer of this payment term. This also refers to who will be notified when payments are to be made. A selection of one of the 3 options (customecustomer, paying customer or agent) is mandatory.
...
Do not send reminders for this term: By checking this box, you can choose to not send reminders for this payment term. To setup reminders, please see the Reminder configuration page and it’s sub-pages for more information.
Total term amount has a minimum of: This field allows you to decide if you want your term to only be applied to reservations that exceed a certain amount.
...