Accessing the Payment Schedule
To manage scheduled payments or security deposits:
Go to Bookings.
Open the relevant reservation.
Click the arrow in the middle of the reservation box to view the Payment Schedule.
From there, select the payment or security deposit you want to manage.
Managing Scheduled Reservation Payments
For payments created through your Auto Payment settings, you can:
Charge Now – Attempt to collect the payment immediately.
Change Amount – Reduce the scheduled payment amount. You cannot increase it.
Mark as Paid – Use this if you received the payment outside ChargeAutomation, such as through a bank transfer.
Void – Cancel the scheduled payment.
Change Date – Click the pencil icon to edit the scheduled payment date.
Managing Security Deposits
For security deposits created through your Auto Payment settings, you can:
Authorize Now – Attempt to authorize the security deposit immediately.
Change Amount – Increase or decrease the security deposit amount.
Void Security Deposit – Cancel the scheduled security deposit authorization.
Adding an Additional Charge
Click on the plus (+) sign under Payment Schedule within the booking OR click Addtional Charge under Payment Summary.
Enter the Amount to charge and a short Description. Then select the schedule charge date & time.
Chargeback Protection
You can also enable Chargeback Protection to help protect your payment from fraudulent activities.
Need Help?
If you have questions or run into any issues, don’t hesitate to reach out to our support team at [email protected]. We’re happy to help!