There are four methods to override the pricing in a bill manually. For this article, we will assume you want the price to go down. You can apply a promotion, lower the price of an item, add a discount item, or comp part of the bill. We'll go through each method below.
Apply a promotion
If you have a promotion that you can apply to the reservation, it can be added at any time.
Open the reservation and edit the booking with the Edit button on the top right.
In the Edit booking popup modal, select the appropriate promotion and click Update.
Alternatively, you can select a different Rate Type that is set at a lower price. For example, a "Weekly Rate".
Click here to learn more about promotions.
Add a discount line item
You can add an item in the negative to show that the item is a discount. If the item is taxed, then the taxes will go down accordingly.
Click the Add button to add an item to the reservation
Choose your discount line item.
Set the price to a negative with a dash or hyphen and click Add in the popup.
This creates a trackable item that makes it easy for you, your staff, and the guest to see that a discount was applied. This method does not impact your ADR.
Edit the price of the room or item
If you need to adjust the price of one or more items, you can update them easily. The items you adjust may be the room itself or add-on items and incidentals. This is typically used when you need to correct a pricing issue or make a manual adjustment.
Select the item(s)s that need to be adjusted. Selected items will turn blue.
If you need to select more than one item, use the Ctrl key (Command for a Mac) and then click on the line item.
If you need to select a list of items, select the first item, hold the Shift key, and then select the last item.
Click the Edit button above the selected items.
In the Edit item popup modal, choose your adjustment method:
Set to - Used when you want to set the selected item(s) to a new price.
Adjust by % - Used when you want to adjust the selected item(s) by a percentage.
Adjust by $ - Used when you want to adjust the selected item(s) by a dollar amount.
Enter your discount. Use a hyphen to indicate a negative amount.
Click Update in the popup after you specify the adjustment method and amount.
When you adjust the price of the room, it will impact your ADR.
Comp with a payment
Add a payment onto the bill on behalf of the customer. This is the least common as it does not impact the total charges, but it still provides you with a trackable way to reduce the remaining balance.
In the reservation, click one of the green Payment buttons.
In the Payments popup modal, enter the amount that you will be paying for the bill.
Select your preferred custom payment method.
For example, "Comped" or "Admin Adjustment".Add a note for you and your staff to review later.
Click the Take Payment button.
Ensure that you first have a custom payment method set up in Settings > Payment Types. It's not advised to use a payment method that doesn't reflect the reality of the situation. For example, don't log a check payment when the guest didn't really write you a check!
You can track the payments in the Payments report.