How to take cash deposit for a given booking

The Cash Deposit feature in Stayflexi allows you to accept and record cash payments made by guests as deposits during their stay. This feature is handy for tracking advance payments or security deposits that guests may need to provide at check-in or before using certain services.

Here’s how it works:

1. The property can add a cash deposit against a guest’s booking.
2. The amount is recorded in the system, ensuring both the guest and the property can track the deposit.
3. The deposit can later be used to settle any dues or refund if necessary.

To take a cash deposit for a given booking in Stayflexi, follow the below-mentioned steps: Through the Reservation Calendar

1. Login to Stayflexi: Log into your Stayflexi dashboard using your credentials.
2. Navigate to the Reservations Tab: From the front page of the Stayflexi dashboard, locate the top navigation menu. The second icon is the Reservation Calendar. Click on the icon to see all your reservations.
3. Select the Reservation: Choose the reservation you want to take a cash deposit.
4. View Reservation Details: A pop-up window will appear on the right side of the screen.
5. From the available options, click on Settle Dues.
6. A list of payment methods will appear.
7. Choose Cash deposit.
8. A pop-up will appear in the middle of the screen.
9. Fill in the required payment details and additionally, you have a description column, where you can input specific notes or details about the transaction.
10. Click the submit button to complete the action.

• Through View Folio:

1. Login to Stayflexi: Log into your Stayflexi dashboard using your credentials.
2. Navigate to the Reservations Tab: From the front page of the Stayflexi dashboard, locate the top navigation menu. The second icon is the Reservation Calendar. Click on the icon to see all your reservations.
3. Select the Reservation: Choose the reservation for which you want to take a cash deposit.
4. View Reservation Details: A pop-up window will appear on the right side of the screen, showing the booking and customer information.
5. Find the Folio Option: Scroll down to the section with multiple actions. Look for the option labeled View Folio and click on it.
6. At the top of the page, locate the Settle Dues button.
7. Click on it to view the available options.
8. On the right side, select the Room ID for which you want to take cash deposit.
9. Below that, you will see a list of payment methods available.
10. Choose Cash deposit.
11. A pop-up will appear in the middle of the screen.
12. Fill in the required payment details and additionally, you have a description column, where you can input specific notes or details about the transaction.
13. Click the submit button to complete the action.