How to Track Client Payments (Documenting Payments) [VIDEO]
How to Track Client Payments in Vacation Creations CRM
Accurately tracking client payments is essential for staying organized and ensuring nothing falls through the cracks. In this video, you’ll learn how to document and manage payments directly within a reservation in Vacation Creations CRM.
This step-by-step tutorial shows you how to:
• Access the Payment Info section within a reservation
• Add a new payment to a client’s booking
• Record different payment types, including:
• Deposit payments
• Partial payments
• Final payments
• Full payments
• Enter payment details such as method, date, and amount
• Track helpful details like the last four digits of a credit card
• Edit or delete payments if corrections are needed
• View a running balance to stay up to date on what is still owed
By keeping all payment information organized in one place, you can easily reference past transactions, answer client questions, and manage reservations with confidence. This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, efficient, and in control of every client booking.
Please note: These videos use demo data and not actual client or customer data.