- Click here to learn how to make a reservation.
- To convert the reservation into a sale, open the sales record by going to Sales | Sales records (you can search for the sale by name, sales number, etc.).
- On the General information tab, you can see that the sale is out of balance because nothing has been paid.
NOTE: For Wintix 5 instructions, click here: How to convert reservations into sales – Wintix 5
- Go to the Payment tab.
- You can see the Payment type is Reservation, the amount paid is $0 and the balance due is $55 (in this example).
- Click Add payment.
- The Adding a payment record window appears.
- Input the needed information and click Add payment.
- IMPORTANT: Do not erase the word “Reservation”, then overwrite the pay type when adding the payment to a reservation. ONLY edit the Pay Type if a mistake has been made originally inputting the type and needs to be corrected later.
- NOTE: All the sales history is now under one sale number, which makes the sale easier to track.
- The reservation is now a sale and the sale is balanced.