Summary

This article explains how to use the “Desired Reservation Total” tool to force a reservation to a zero balance. This is useful when a guest has overpaid or underpaid (Total Payments do not equal Total Charges), and you wish to adjust the rental charges and taxes to match the amount paid.

Note: This tool adjusts Rental Charges and Taxes. It does not change fixed fees such as Cleaning Fees, Damage Waivers, Pool Fees, etc.

Step by Step Instructions

  1. From the main Reservation screen, identify the Total Payments amount. This amount may be lower or higher than the current Total Charges. In our screenshot below, the total payments equal 1,895.00, which is an overpayment of 2.39. In this instance, we want to raise the rent and taxes to equal the amount paid.Totals
  2. Copy the exact amount listed under Total Payments (1895.00).
  3. Click on the “Charges” tab in the top navigation menu of the reservation.
  4. Click the “Change” item next to Rental Charges. A popup will appear where you make the changes. Charges
  5. Locate the Desired Reservation Total field at the bottom of the grid. Paste or enter the Total Payments amount into this field.
  6. Click the Calculate button.
    • Notice that the system automatically adjusts the Rental Charges and applicable Taxes to reach the new total. Fixed items like Cleaning Fees remain unchanged.
  7. Once the calculation is complete, click Submit Changes to finalize the adjustment.Desired Reservation Total
  8. Return to the main Reservation screen. Verify that the Total Charges now match the Total Payments and the Balance is 0.00.Totals Balance