Edit Deposit Rules

The Deposit Rules tab allows administrators to configure custom deposit and payment rule entries based on booking and departure date ranges. This enables flexible financial planning for specific travel periods.

1. Overview Table Columns

Field
Description

Booking From

Start date of the booking period the rule applies to. Only bookings made on or after this date will follow the rule.

Booking To

End date of the booking period the rule applies to. Only bookings made on or before this date will follow the rule.

Departure From

Start date of the departure period this rule applies to. Only trips departing on or after this date are affected.

Departure To

End date of the departure period this rule applies to. Only trips departing on or before this date are affected.

Deposit Value

Fixed deposit amount to be collected during the specified period.

Deposit Percentage

Deposit calculated as a percentage of the total booking value.

Second Payment Value

Value for the optional second payment (if not disabled).

Disabled

Checkbox to disable this particular rule entry. When checked, the rule is ignored.

Deposit Due

Number of days after booking when the deposit payment is due.

Second Payment Due

Number of days before departure when the second payment is due.

Last Payment Due

Number of days before departure when the final payment is due.

Delete (🗑️ icon)

Removes the rule entry from the list.

2. Actions

  • Create Button: Adds a new row to define a custom deposit rule.

  • Pagination: Allows navigation through multiple rule entries.

  • Company Tabs: Deposit rules can be configured globally (Entire Company) or for specific travel brands/agencies (e.g., Primo Tours, Bravo Tours, etc.).

3. Rule Application Logic

  • Rules are applied based on booking and departure date range matches.

  • When multiple rules overlap, priority may be determined by specificity (more exact match of both ranges).

  • Disabled rules are not considered in the payment schedule.

⚠️Note: If a specific deposit rule is set per brand, it will override any rule set in the payment rule.

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