Experience the difference of "Elite".

Need to fix something I goofed at the beginning months ago...

Aug 11, 2016 11:16 AM
Joined Mar, 2016 56 posts

Hey guys, I made some mistakes months ago when I first started on OwnerRez, when importing a bunch of bookings I'd made through other means. I didn't understand the process at the time and it's been a while since I've had a booking other than through AirBnB, so I'm not quite sure how to fix it.

So basically I have some upcoming guests for this fall and winter that I have listed in OwnerRez under "Bookings" when in fact they don't know what they owe, what they've paid, and when the next payment is due. For example, the couple coming in October, the Johnsons, have paid me $500 but owe me the full balance this month. I can't find a way to send them an invoice with a breakdown and payment request without it triggering me for their credit card number, which I do not have.

Also, can you tell me how I can handle security deposit "holds" when they only pay by check. Can I have the system ask them for a credit card hold as well when the time comes due?


Aug 11, 2016 11:19 AM
Joined Mar, 2016 56 posts

Actually I asked this same question back in April, but I'm still having a problem.

Here's what I just did: I cancelled the old booking, then filled out a new quote for the Johnsons showing that they had already paid $500 toward the total. They had asked me for a breakdown of charges so I wanted to send them an invoice/payment request that reflected that.

I converted the quote to a booking since they have already paid their reservation deposit of $500 by check a long time ago before I was on OwnerRez.

I am confused now how to send them a payment request. They want to pay by check.

Also, if I had already imported this back during the trial period, will I have to pay for this booking? I don't really mind doing that but I have about six or seven upcoming that I will have to do this same thing to, and I want to be sure I understand if I might have a simpler way to do all of this.

Sorry for the confusion...

Michelle J
Aug 11, 2016 4:24 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Nancy,

Once you've recorded the booking and charges, and you've recorded the payment they made, you can send them the guest payment link under the booking > payment page. Open that link yourself in another browser tab and you'll see what it looks like. From there, they can select a payment method to pay you with. If you have check configured as a payment method, they can select it and it will show them who and where to send the check to. Does that make sense?


Michelle J
Aug 11, 2016 4:27 PM
OR Team Member Joined Jan, 2011 582 posts

And on that 2nd question about security deposit holds, yes you can have the guest do a hold by credit card even if they paid by check (assuming you have a credit card payment method configured).

Under the booking > security deposit tab, you'll see a guest link. They can use that link to submit a security deposit. There will also be a reminder email sent to them several days before their arrival (based on your property rules) which will give them the same link and ask them to send in a security deposit. Look at the booking > security deposit tab and make sure the reminder is turned on.