Welcome! Today, we'll quickly show you how to Generate Client Payments in the Oasis Travel Platform.
1. First navigate to the Lead Booking you wish to add Client Payments too, then, click on the Financial tab. Similar to generating Supplier Bills, you can also generate Client Payments automatically.
2. Under the Add button for Client Payments, you have 3 options to generate client payments. The first is the Generate Deposit/Final option. This generates a deposit and final payment based on your company-wide default terms.
3. You can edit the Default Payment Terms for this option simply by navigating to the Company Profile on the left, there towards the bottom, under the Bills and Payments section, will be the Deposit Payment Percent, and Final Payment Due options for the Auto Generate option.
4. The next option allows you to Configure the Deposit and Final payment options, by using either a specific amount, or a percent for the deposit and final amount due.
5. The Add Payment option is a manual way to add payments. This option allows you to customize the payment, including the payer name which is displayed on the invoice. This is a great option for breaking out payments for multiple travelers.
And that's how to Generate Client Payments on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.
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