Incidental charges refer to one-time POS charges that are generated directly through a customer's reservation. These charges are linked to the reservation, resulting in an increase in the total amount of the reservation by the specific charge amount. A valuable application of marina incidental charges includes late fees and/or bounced check fees.
This functionality allows for the creation of a POS fly-in. To make use of this feature, it is crucial to select and maintain an open global register. Furthermore, the POS screen and hotkey must be set up, and it is important to confirm that the register remains open. For instance, if you intend to include a late fee, the hotkey must be integrated into the product grid. For more comprehensive information, we recommend consulting the POS knowledge base.
Create an Incidental Charge
Step 1. Assign the Register
In the upper right-hand corner, ensure that the Register option is chosen.
If no Registers are available for selection, you must first open a register in the Point of Sale (POS) → Registers.
A designated register must be chosen to ensure that cash is properly allocated to the appropriate cash drawer for end-of-day z-out reporting. This also determines the layout of the product grid presented to the user.
Step 2. Create the Incidental Charge
In the customer's reservation summary screen, locate and click on the Plus icon adjacent to the section labeled Incidental Charges.
A product grid will be displayed with similar functionality to that of a point of sale (POS) register. You can create an order to include additional charges such as late fees, ice, and more.
Step 3a. Take the Payment
You have the option to collect payment immediately if the customer is present at your location or on the phone. If you prefer to include the invoice in their reservation for future payment, follow Step 3b to Add to Reservation for Future Payment.
Choose the Credit Card Icon if the customer is onsite and wished to pay immediately.
Choose the Payment Type
Cash
Credit Cards - Click on the card to enter payment information
Checks - Enter the check number
ACH - Choose the check payment type and then click on the picture of the check to enter ACH information.
Following the payment process by selecting Pay, you have the ability to include a Tip. It's important to note that this tip will only be visible in the POS Terminal → Orders section once the ticket is finalized.
Step 3b. Add to Reservation for Future Payment
Using the Add button add the charge(s) to the reservation, creating an invoice once the process is finalized.
During this stage, you have the opportunity to include a Tip on the invoice for additional information or suggestions.
Once you finalize the order, the reservation summary screen will reappear. The Total amount displayed will have been adjusted to reflect the additional charge. Furthermore, in the Transactions → Invoices section, you will find an invoice corresponding to this particular charge.
At the lower right-hand corner of the reservation summary screen, you will find the option to proceed with the payment by clicking on Pay to settle any outstanding balance.