How to add/edit External references for Offline Payments

Ops users can add or edit payment references to ensure payment records remain accurate and traceable.

This feature is particularly useful for offline payments—payments made outside the system using methods such as cash, cheques, or bank transfers—where a payment reference may need to be recorded or updated after the payment has been created.

Note: Payment references can only be edited for offline payments. Not all payment references can be edited. References for payments processed through third-party payment providers cannot be modified, as these are controlled by the payment provider to preserve transaction integrity.

Steps to Add or Edit a Payment Reference for an Offline Payment

Navigate to the Payments module.
From the Type dropdown, select Offline Payment to filter the payment list.
Locate the relevant payment by searching for the Booking ID in the search field.
Click the Actions button (three-dot menu) against the payment and select View Details.
On the Payment Details screen, locate the References section on the right-hand side.
Click the Edit (pencil) icon next to the payment reference.
Enter or update the payment reference in the text field.
Click the Save (tick) icon to register the changes.
A green toast notification will appear, confirming that the payment reference has been saved successfully.

Article by Roshel Jose

Please note:

The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.