Steps Required
Have your System Administrator complete the following.
- Go to Setup > Portal Access > Guest Portal in RMS.
- Navigate to the 'Accounting Options' tab.
- Select the checkbox to include balances from 'Additional Account Types' in the Remaining Balance.
- Optional: Select the checkbox to 'Hide Reservation Total' if the Bill To is not set to 'Guest'.
- Optional: Select the checkbox to 'Hide Account Balance' if the Bill To is not set to 'Guest'.
- Select the checkbox 'Show Deposit Required'.
- Optional: Select the checkbox 'Include Bond Amount'.
-
Optional:Select the checkbox 'Allow Credit Card Payments'.
- Optional: Select the checkbox 'Allow Charge Selection'.
- Optional: Select the checkbox and Enter a 'Credit Card Transaction Fee'.
- Select the checkbox 'Allow printing/emailing Statements'.
- Select the Additional Account Types for Statements.
- Save.
Info
Use the available Accounting Options to customise what account information and functions are available to guests in the Guest Portal.
Guest Portal Payments requires a payment gateway with eCommerce capabilities to be configured in RMS.
Visual Guide
Go to Setup > Portal Access > Guest Portal in RMS.
Navigate to the 'Accounting Options' tab.
Select the checkbox to include balances from 'Additional Account Types' in the Remaining Balance.
Optional: Select the checkbox to 'Hide Reservation Total' if the Bill To is not set to 'Guest'.
Optional: Select the checkbox to 'Hide Account Balance' if the Bill To is not set to 'Guest'.
Select the checkbox 'Show Deposit Required'.
Optional: Select the checkbox 'Include Bond Amount'.
Optional: Select the checkbox 'Allow Credit Card Payments'.
Optional: Select the checkbox 'Allow Charge Selection'.
Optional: Select the checkbox and Enter a 'Credit Card Transaction Fee'.
Select the checkbox 'Allow printing/emailing Statements'.
Select the Additional Account Types for Statements.
Select 'Save' to store the changes made.
Accounting information and options will display in the Guest Portal based on the selections made here.
Video