How to Record a Bank Transfer Payment Against a Booking

Follow these steps to record a bank transfer payment for a booking with an outstanding balance.

Steps to Record a Bank Transfer Payment

1. Login to the Backoffice

   • Access the Venue Sumo Backoffice system and locate the specific booking you want to record a bank transfer payment against.

     
     
2. Open the Payment Options
   • Click on the "Actions" button for the booking.

   • From the dropdown menu, select "Make Payment".

     
     
3. Set the Payment Type

   • In the payment screen, change the "Payment Type" to "EFT - Bank Transfer".

     
     
4. Enter Payment Details
   • Select the date of the bank transfer.

   • Update the payment amount and amount tendered to match the amount paid via bank transfer.

     
     
5. Confirm the Payment

   • Click the "Confirm Payment" button to save the bank transfer entry.

     

     
     
6. Review the Updated Balance
   • Navigate to the Details tab to view the updated balance.
   • For detailed payment information, go to the Transactions tab.

Reversing a Bank Transfer Payment

If you need to reverse the payment entry:

• Open the Transactions tab for the booking.
• Use the Manual Refund function to reverse the payment.