Economics
Overview
The Economics section provides a comprehensive financial summary and transaction tools for a selected booking. It displays payment stages, due dates, refund options, and booking metadata such as internet access credentials, update history, and account data. Additionally, it serves as a gateway to initiate payments through various methods.
Purpose
This section helps users:
Track all stages of booking payment (deposit, second payment, rest).
Monitor due dates and current payment statuses.
Record cancellation and update history.
Access customer account and registration information.
Process payments via card, gift card, or cash.
Enable refunds through the release payment option.
Preconditions
Before using this section:
The booking must exist and be open (unless reviewing cancellation data).
The user must have permission to view financial data and process payments.
Customer account must be assigned during booking creation or updated manually.
Payments methods must be configured in the system (for the new window payment form to function).
Instructions & Field Descriptions
💳 Payment Breakdown
The payment process is divided into three stages:
Deposit to pay
The total deposit amount required for the booking.
Deposit paid
The amount already paid from the deposit.
Deposit due date
The deadline for paying the full deposit.
Second payment to pay
The required second payment (if applicable).
Second payment paid
The amount received from the second payment.
Second payment due date
The deadline for the second installment.
Rest of payment to pay
Remaining balance after previous installments.
Rest of payment paid
Amount paid toward the remaining balance.
Rest of payment due date
Deadline to finalize the rest of the payment.
💸 Release Payment
A checkbox or action to allow money to be returned to the customer (typically used in cancellation scenarios or manual refund cases).
Once enabled, it marks the booking as eligible for refund through the system.
🌐 Other Financial and Metadata Fields
Internet Password
Temporary password generated for the customer to log into the web booking portal.
Cancellation Date
The official cancellation date, shown only if the booking has been canceled.
🕓 Last Booking Update Info
This block provides traceability by showing:
Username of the last person who modified the booking.
Date of the last update.
Time (hour and minute) of the last update.
🏢 Customer & Accounting Information
Branch (Registration Number)
ID representing the agency branch that registered the booking.
Account (Customer Account)
Internal account reference used for payment tracking and customer records.
💵 Payment Actions
At the bottom or side of the section, you will find links/buttons for processing payments. These open a new window or modal to complete the transaction securely.
Available Payment Methods:
Card – Credit or debit card transactions.
Gift Card – Apply a gift voucher code.
Cash – Manual recording of a physical cash payment.
🧩 Note: These links rely on system configuration and open a secure pop-up for completing the transaction. Ensure pop-ups are not blocked in your browser.
✅ Best Practices
Always verify due dates before initiating payment.
If refunding, confirm with a supervisor before activating release payment.
Ensure the customer's email and phone are updated to avoid web access issues.
Use the update history to trace who made changes in case of issues.
Other Fields
Web Booking - redirect to the web booking page
Save - save the information in the Economics tab
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