(GS-7) Managing Payments

(Click here to watch a video of this lesson)

Now we have added a range of bookings to the Yoga Retreat activity, let’s dive into managing the payments.

Payment Messages Sent

When our three bookings were made, different payment relates messages were sent to Percy, Petra and Norbert. Let’s take a look at these.

You will see that the Payment Due messages explain the amount to be paid, gives details of how to pay by bank transfer, and has a link to a page where payment can be made by card.

Recording a Bank Transfer Payment

Let’s assume that the day after making her booking, Petra makes her payment by bank transfer.

In order to show the full flexibility of Workshop Angel, we are assuming here that your own business operates in British pounds. The Yoga Retreat is being held in Spain, and is priced in Euros. Hence we will deal with the two different currencies in this example. There will be an amount due in euros which we will assume the attendee paid, and also the actual amount that arrived in our bank account in pounds.

In most cases you will probably be dealing in your own currency where these two amounts are the same.

The window which pops up is the main window for managing payments. It has been pre-populated with Petra’s contact record, a payment method of Bank Transfer and today's date.

Since in our example here, the currency of the activity (€) and the currency of our business (£) are different, there are two amounts to fill in - one for the amount paid in €, and one for the amount received in £.

(Note that if you set your country to be one which uses the euro, there would be just one "Amount" box to fill in here)

Fill in the following fields:

The payment window should look something like this:

So in the above example, once the payment has been created, it is listed as being "fully allocated to invoices". Workshop Angel has the idea of a payment being associated with, or "allocated to" a booking, which is effectively an invoice to the client. In this case, it is allocated to Petra's booking on the Yoga Retreat for her and Penelope.

In the Bookings - Payments section, Petra's status has been updated to "Okay", and her next payment is now listed as being out in the future, a short while before the activity starts. Her payment has also been listed in the Payments column with today's date:

A Payment Received message has also been created which you can view:

In Conclusion

So we have seen in this chapter how to record the receipt of a non card payment, and been introduced to the idea that a payment is allocated to a specific booking, which we can also consider to be an invoice to the attendee.

There are many more possibilities for managing payments within Workshop Angel. This is probably the part of using the app which requires the most understanding, and if used well can lead to the most benefits when it comes to running your business.

There are lots more details of all the ways you can work with Payments and Invoices described in Chapter 8 of the documentation.

Now you have an overview of how to work with payments, let's take a dive into what is involved in sending different types of messages to your attendees.

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