Manage lead payment via API
Currently, it is difficult to review and manage scheduled payment and refund actions for a reservation. Users need better visibility into upcoming automated transactions and the ability to disable scheduled actions without removing the underlying balance or refund information.
The feature should support:
Automatic balance collection: View scheduled payments to collect the remaining balance from the guest.
Automatic security deposit refund: View scheduled security deposit (SD) refunds to the guest.
For each scheduled action, users should be able to see:
The action type, such as balance collection or security deposit refund.
The scheduled amount.
The scheduled execution date.
Users should also be able to disable a scheduled action without removing or changing the underlying balance or refund information.
Expected Benefits
Improve visibility into upcoming automated payments and refunds.
Give users more control over scheduled transactions.
Help prevent unwanted automatic collections or refunds.
Preserve the underlying financial information when disabling a scheduled action.
Phung Dang
shared this idea