How can a Partner make a Booking and the Customer pay later?

Learning how a Partner can make a booking with the Customer paying later helps you offer flexible payment options, making it easier to secure reservations while accommodating your Customers’ needs and improving the overall booking experience.

Learn how to set up a Partner Account to make a Booking and have the Customer pay later.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Partner Accounts
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

Would you like a third-party agent to make a booking and have the Customer pay you later? You can use Partner Accounts for this! Follow these high-level steps:

 

1. When a Partner logs in to their account, they can create a booking (Booking > Create) that does not require payment immediately.
2. The Partner may charge the Customer after the Customer creates the booking (if they have payment method details) by selecting Add Payment from the Booking Invoice.
3. Should Staff need to review the booking before payment, the Partner can leave the booking in its default Pending, Waiting, or Reserved status.
4. Once Staff reviews the booking, the Customer may be charged through an emailed invoice or by choosing to Add Payment from the Booking Invoice.

Learn more For a detailed look at Partner accounts, Staff accounts, booking statuses, and adding payments to booking invoices, check out the following articles: Introduction to Partner Accounts Introduction to Staff Accounts Understanding booking status types Adding payments to booking invoices