Understanding First Bill Payments
This article is for environments that have enabled the Ledger Module. If you're interested in setting this up in your back office, please get in touch with the Product Team.
The First bill payment is the first payment that the customer makes before beginning the booking journey. Depending on client requirements, the payment link can be sent via SMS or email to the customer.
The steps to view a First Bill Payment in Ledger are as follows:
- Go to the Ledger Module and click on the Transactions Tab.
- A customer's first bill payment entry would have the Payment Type: "Bill Cycle Bill", Charge Item as "Bill", and an invoice number against it.
When the customer makes their first payment, the payment provider captures the card details, which will be set as the customer's default payment for future recurring payments.
The customer's default card can be changed, which will be discussed in another article.