Financials

This is used for if guests on a reservation are splitting the bill. Setting up the Split Reservation function is at the bottom of the page. First off, include any additional guest in the “Additional People” tab. This will create a new tab in the Financials. Click “Split”. This opens the Split Bill screen. The […]

First is to set up the Property’s banking account information in Lodgical. Condo–>Utilities–>General Configuration Fill in information from Bank. Ask your Bank for this information. Owner ACH Setup Condo–>Utilities–>Owner Configuration Click on the Owner Line Click on the Owner Entry Add ACH information. Make sure to check off they are using ACH. Create ACH File […]

Go to Financial Tab. Click on one line, either Room, Charge, or Service. Click “Adjustment”. A pop up will automatically adjust the full amount with the taxes. Make sure to click the check box for “Debit Room Adjustment from Owner Proceeds Check”. You can write a note into here for the description of why making […]

General Credit Card rules – Credit Card Tokens – Refund Rules – Over  the Phone Reservations – Seasonal Slips – Online Reservations – Store Sales General Credit Card Rules Lodgical doesn’t take payments. Lodgical makes a request to the payment gateway system and receives a success or fail response. Never change the financial line for […]

This will walk you thru the process of doing a refund on a reservation: First go to the reservation that you want to issue a refund to and look at the financials to see the amount and how you are going to refund the money. You will need to click on payment and a screen […]

How to do a refund on a reservation: There are two ways to do this: You can either refund the money by clicking on “payment” or clicking on “cancel”. First go to the reservation where you want to refund the money and click on the payment at the top of the reservation or  you can […]

How to Transfer funds from one account to another account: Go to the reservation where the money is that you would like to transfer, click on the financial tab, go to the transfer tab at the bottom of the page and click.  This small box will pop up and you will need to fill that […]

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