✏️ Edit travelers or services
Once a booking has been created, you can perform the following actions on it:
1️⃣ Add a traveler
2️⃣ Edit services: add or remove contracted services. These will be the services included in the payment sections of the Booking block.
3️⃣ Edit buyer
4️⃣ Edit a traveler
5️⃣ Delete a traveler
6️⃣ Modify category-based pricing selection: if you use category-based pricing, you can modify the selected categories through the “Edit services” menu.
💰 Payment adjustment
If the total amount of the booking has changed as a result of modifying travelers or services, the associated payments will be updated accordingly. You will be able to review the changes in detail before confirming them. For example:
If the booking price increases
If you have added new travelers or services and the total booking price has increased, the payments will be adjusted as follows:
If there are pending payments (with the status “pending payment” or “scheduled”), the amount of those payments will be updated to reflect the booking price increase. For example, if there are two pending payments of €1,000 each, and an additional travel insurance service costing €100 has been added, the resulting payments after the booking update would be €1,050 each.
If there are no pending payments, a new payment with the status “pending payment” will be created for the amount corresponding to the outstanding balance to be paid by the customer. Following the previous example, if a travel insurance service with price of €100 is added to a booking where all existing payments are already marked as “paid”, a new payment of €100 will be created.
If the booking price decreases
If you have removed travelers or services and the total booking price has decreased, the payments will be adjusted as follows:
First, the amount of each payment is recalculated based on the new total. For example, if the total booking amount changes from €1,050 to €1,000 and there were two payments of €1,025 each, both payments would be updated to €1,000 each.
Then, each payment is updated depending on its status:
If the payment is pending (with the status “pending payment” or “scheduled”), the payment amount will be updated to reflect the recalculated amount after the booking modification. Following the previous example, the payment would change from €1,025 to €1,000.
If the payment has already been paid, a partial refund will be issued to reflect the recalculated amount. In this example, a refund of €25 would be processed and the payment status would change to “partially refunded.”
⚠️ If the booking payment method is “external payment,” the payments will be marked as partially refunded, but processing the refund will be the agent’s responsibility.
In all cases, the customer will receive an email showing:
The changes made to the booking.
A list of all payments and their statuses.
If applicable, a payment link to complete payment of the outstanding booking balance after the modification.
Create a payment link
You can create a payment link associated with a booking in the booking detail view:
You will be able to configure:
Concept
Price
Currency
Payment method: external or with credit card
Scheduled payment date (optional): select the date when your client is due to pay.
Expiration date (optional): after this date, the payment link will stop working.
If you are looking to create payment links that are not associated with a booking, read this article.
Scheduled payment links: when and how are they charged?
When you created a scheduled payment link, your clients will receive reminder emails 5, 3, and 1 day before the payment due date, including payment instructions according to the associated payment method:
By card: they will receive a link to pay through the payment gateway you have connected.
External payment: they will receive the payment instructions (e.g., account number for a bank transfer), as you have configured them at account or trip level.
Associate a pre-existing payment link
If you have already created a payment link through the "Sales" section and want to associate it with a booking, click on "Link" in the booking detail:
Search for and select the payment link and confirm the action:
Modify a payment link
Editing a payment link offers great flexibility for the day-to-day needs of the travel agent. For example, when a client requests to postpone the charge for a trip, the payment date would be edited; or when they request an additional service, the amount would be edited.
You will be able to modify all fields associated with a payment link that has not yet been charged.
In the case of payment links generated in a booking with installment payment, you will also be able to modify the scheduled payment date.
Refund a payment link
Charged payment links can be refunded through the interface.
The behavior varies depending on the associated payment method:
With credit card: the payment is automatically refunded to the buyer, who will be notified by email.
External payment: the user is only notified that their payment has been refunded.