Why would you want to do this?
- perhaps you want to run all your transactions (retail and rental) through one system, Citrus Lime. In this way BRM manages your rentals & Citrus Lime processes all payments.
- however, you don't necessarily want to START in Citrus Lime. Perhaps because you only take money on check-out, or on check-in. Or perhaps because you have an unexpected charge to add at some later stage of a rental, like a late payment.
How does it work?
When you want to transfer a rental transaction into Citrus Lime you do the following.
When you come to do a payment, either an ad-hoc payment or due to a stage transition, you simply choose Citrus Lime as your method of payment.
To add a transaction and pay in Citrus Lime
- use the 'Add Transaction' button
- and just select Citrus Lime as your payment method:
This will then transfer your payment into Citrus Lime so the payment can be completed there.
Please make sure you SORT BY Quote # in Citrus Lime to make sure your inbound quotes appear at the top of the list each time to do that simply press on the QUOTE # column and make sure arrow is ^ so that recent quotes are up top....
Quick Giphy (no sound)
comparison of both Citrus Lime integrations