Permits


 

Adjust a Billed-Out Reservation

Overview

This article will show you how to adjust individual reservations in a Permit that have already been billed-out. Due to financial impact, billed-out reservations must be adjusted individually.

Instructions

  1. Navigate to Facilities > Permits
    facilities_permits.jpg
  2. Next to the Permit #, select to either Create a New Permit or Lookup an existing permit 
    select_create_permit_or_look_up_permit.jpg
    • new.png Create New Permit: View our article Create a Facility Permit for more information
    • lookup.png Lookup Existing Permit
      lookup_existing_permit.jpg
      • Customer Name: Lookup the account
      • Date Range: Enter a date range
      • Search: Click Search
      • Results
        select_permit_from_the_results.jpg
        • Select your Permit
  3. In the right-hand-side Preview, click the Adjust tool (pencil icon) for the individual reservation you need to adjust
    select_the_adjust_tool_in_reservation_preview.jpg
  4. Fill out Rental Adjustment fields
    fill_out_rental_adjustment_fields.jpg
    • Date/Time: Displays current date and time
    • Facility: Choose the facility
    • Rate Type: Choose a rate type
    • Adjustment Notes: Add any relevant notes
    • Amount Paid/Unpaid Balance/Account Credit: Displays financial status
    • New Date: Create a new date
    • New Times: Create a new To and From time frame
    • New Fee: Displays the new fee
    • Fee Override: Select and enter a dollar amount to override the fee
    • Change in Balance: Will automatically calculate change in blanace
    • Change in Credit: Will automatically calculate change in credit
  5. Fill out Basic Details fields
    fill_out_basic_details_fields.jpg
    • Date/Time: Displays current date and time
    • Color: Use the color palette or enter HTML code to select a color
    • Custom Event Title: Enter a custom event title
    • Status: Choose On holdPending, Reserved, or Tentative
    • Rental Notes: Add any relevant notes
  6. Choose a save option
    • For Rental Adjustment: Click Perform Rental Adjustment
      select_perform_rental_adjustment.jpg
    • For Basic Details: Click Save Rental Details
      select_save_rental_details.jpg



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