Log Reservation Deposit Reminder Calls
Counter Menu -> Reservations Menu
-> Log Reservation Deposit Reminder Calls
This option provides follow up on reservation deposit
requirements.
The Reservation Deposits Reminder List can
first be used to identify customers and then to contact them to
remind them that their deposit has not yet been received.
Then this utility can be used to log the calls, as follows:
-
- RESERVATION
- Enter the reservation number or look it up in the Reservation Search window.
BILL TO NAME
- The customer's billing name is displayed on the screen, so that
the operator can visually confirm that this is the right
reservation.
AMOUNT OF DEPOSIT REQUIRED
- The required deposit amount defaults from the source Reservation.
For a Cash customers, settings in the Company
Contract Parameters can require that the customer pay the total
"Estimated Rental" and/or any "Security Deposit" on
rental equipment.
DATE DEPOSIT REQUIRED
- The date that the required deposit amount is due also defaults
from the source Reservation.
ACCUMULATED DEPOSITS
- The sum of previous deposits taken on this reservation appears
on the screen.
A button is provided to view the deposit history on this
reservation as outlined in Deposit
History.
NEXT CALL DATE
- Enter the date that this customer should next be called to
follow-up again if he has not paid the deposit required.
This date is respected by the cut-off date when printing the
Reservation Deposits Reminder List.
If the customer makes the deposit, enter it using Reservation Deposits.
This will stop the reservation from showing on the Reminder
List.
LAST CALL DATE
- Enter the last date that the customer was actually called.
This information prints on the Reminder List for reference when
contacting the customer.
Finished?
- Click ACCEPT to accept the call information, and CANCEL to
exit.
ACTIONS:
Additional actions provided by buttons on
the Log Reservation Deposit Calls screen include:
- Print the Deposit Reminder Report:
Before selecting a specific Reservation, click the
REPORT button to generate the customer deposit
reminder report as outlined in Reservation
Deposits Reminder List.
Topic Keyword: RSRH36