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Payment methods

Payment methods

General settings

Let´s start with general settings. You can access it by button with yellow pencil above the table. Two important things can be set for currently openned Payment plan.

First which payment methods are generally allowed for this Payment plan and second if these methods will still be the same or if they will differ in certain seasons.


Payment settings

Using option “payment methods can vary in different seasons” you need to create seasons using the buttons “Add a new term” or “Group settings” where you select which payment methods will be allowed in certain season and how will they work.

You can have unlimited number of different seasons, it´s up to you.

In second option “payment methods are still the same” you do not set any seasons and previously mentioned buttons are not even displayed.

Your only “season” will contain all payment methods which you allowed in general settings for certain rateplan.

In both options you can adjust payment methods settings directly in the table/chart. Seasonal settings allows you to set different combinations of payment methods and their conditions in each season.


Detailed settings for selected payment methods

You can choose from three or four payment methods. Four in case you are using an online payment gateway connected to your Previo profile.

Payment card

Clients will be able to pay their reservations right away using the online payment gateway.

  • Status (waiting for payment) – finished reservation will be saved in selected status into your profile until client finishes transaction in online payment gateway (before filling in cc details, authorization of the payment etc.). After successfull payment reservation is automatically switched to “Confirmed” status.
  • Status (unsuccessfull payment) – reservation will be saved in selected status in case of unsuccessfull payment (invalid card, not finished transaction, expiration of time limit for payment etc.).
  • Advance payments – required advance. Advance can be set in percents / absolute value / price for nights of reservation.
  • Discount – you can motivate your clients for using this payment method by offering them a small discount.
Payment card guarantee

Client will only fill in the payment card details which can be used by hotel according to terms and cancellation conditions.

  • Status – in which reservation will be saved after booking is finished.
Payment on the spot without guarantee

You do not require advance payment, client do not guarantee with payment card and do
not pay online. Payment will be at the hotel in cash or by payment card.

  • Status – in which reservation will be saved after booking is finished.
Bank transfer

Clients will receive automatically generated proforma invoice with payment instructions.

  • Status – in which reservation will be saved after booking is finished.
  • Advance payment – required advance. Advance can be set in percents / absolute value / price for nights of reservation.
  • Due date – how many days client has to perform the bank transfer.

If you want to use bank transfers do not forget to set your bank account details in Settings / Hotel / Contacts.

You will see a warning message in case of incorrectly or not filled account information.


More payment plans

For adding additional payment plans click on the button with green plus icon on the left side of your screen right next to the table with settings.

Payment plans can vary (different settings, different seasons, etc.).

Do not forget to add your newly created Payment plan to certain rate plan in Pricelist / Pricelist section where you can open editation of selected rateplan using the button with yellow pencil and assigning selected payment plan.