Related Reading:

How do recurring reservations work and why would I use them? 


Use Case

If a customer has a Recurring Reservation but is arriving midway through the month, you may want to prorate their first month's invoice. However, if you adjust their Scheduled Arrival Date to a date other than the first of the month, Recurring Reservation invoices will not automatically prorate. You will need to use a credit note for proration. 


Steps for using a credit note to prorate a Recurring Reservation invoice:

  1. Click on the first month's invoice and click "Pay" to open the invoice in the POS screen. 
  2. In the bottom-left corner of the POS screen, click "Credit/Return."
  3. In the Return/Credit pop-up window that appears, check the box next to the recurring reservation rate, and then enter the price the invoice is being reduced by in the "Price" field. 
  4. Click the blue "Credit/Return" button at the bottom of the pop-up window.
  5. Next, click the blue "Allocate Credit" button at the top of the POS screen. 
  6. In the pop-up window that appears, check the box for the reservation invoice to allocate the credit to the invoice. Click "Allocate."
  7. Click the green "Save to Account" button at the top-right corner of the POS screen.