System Setup – Payment Rate Rules

Overview

Payment Rate Rules define how a booking is split into one or more payments.

Use them to decide whether customers pay everything at once or in installments.

Go to Setup → System Setup → Payment Rate Rules.

Changes can impact your payment flow system-wide.

Validate changes on a test booking when possible.

Purpose

Use payment rate rules to:

• Standardize how payments are split across bookings.

• Offer deposit-based and installment-based payments.

• Keep payment behavior consistent across brands and agencies.

Configuration options

Rule Type	Description
Single-rate payment	The full booking amount is paid in one payment.
Two-rate payments	The payment is split into a deposit and a final balance payment.
Three-rate payments	The payment is split into a deposit, a second payment, and a final balance payment.

How it works

• The deposit is collected at booking time, or by a defined due date.

• The second payment (if used) is due later, based on your policy.

• The final balance is due by the last payment deadline.

You typically configure amounts/percentages and due dates in related settings like System Setup – Deposit Rules.

Related settings

• System Setup – Deposit Rules

• System Setup – General Information Settings

FAQ

What’s the difference between Payment Rate Rules and Deposit Rules?

Payment Rate Rules define how many payments a booking can have.

Deposit Rules define how much is due and when it’s due.

When should I use three-rate payments?

Use three-rate payments if you want a deposit, a mid-point payment, and a final balance.

This is common for longer lead-time bookings.

Do these rules affect all brands and agencies?

These settings are typically used as company-wide defaults.

If your setup varies by brand, validate the behavior per brand after changes.

What should I test after changing a payment rate rule?

Create a test booking and verify:

• Which payments are created (deposit/second/balance).

• Due dates and amounts/percentages.

• Any related emails, reminders, and exports.

Why can’t I see or edit the due dates or percentages here?

In many setups, due dates and amounts are configured in System Setup – Deposit Rules instead.