SAAM Documentation English
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Take a payment

Record money a guest pays you: for the room, or for something bought and paid on the spot.

Who: Front Desk and Reservations staff.

Where: the guest's page, Add Billing or Debt. The button shows while the guest is arriving or in house.

Before you start

  • Front Desk: the Front Desk till must be open. See Open the till.
  • Reservations: no till is needed, but Reservations cannot take cash.
  • To pay a charge that is already on the guest's bill, don't use this. Use the tick on the charge: see Pay or void a charge.

Steps

  1. Open the guest's page and click Add Billing or Debt.
  2. Enter your staff number and PIN, and click Confirm.
  3. Choose Billing. The Add Income form opens.
  4. Transaction: what the money is for.
    • Accommodation: it pays the room.
    • Food and beverage, Product or Other: something bought and paid on the spot. For Product, choose the item from Inventory.
  5. Amount and Currency. For a currency that isn't the hotel's base currency, check the Rate that is filled in.
  6. Method: Cash, Card or Wallet at the Front Desk; Bank Transfer, Card or Wallet at Reservations.
  7. Reference: the card slip, wallet transaction or transfer number. It is needed for everything except cash.
  8. Comment: anything that helps later, for example "deposit".
  9. Click Submit.

Cash: the change to give

When the method is Cash, a Received box appears. Type what the guest handed you and SAAM shows Change to give. Only the amount owed is recorded, not what was handed over.

Processing fee

If the hotel charges a fee for the method, a ticked box shows it, for example Add processing fee (Card 3% + 2.00 EGP), with what the guest pays in total. Untick it to skip the fee. The fee is recorded as its own line, with the same method and reference.

What happens next

  • Front Desk: the payment goes into the open Front Desk till, under your name.
  • Reservations: the payment is recorded with no till.
  • The payment shows under Payment on the guest's page.

Rules and limits

  • Accommodation can't be more than the room still owes. You get "Only 400.00 EGP is left to pay on the room". Record anything else as what it is.
  • When a company, travel agent or OTA pays for the room, the guest pays no room money: "The room is paid by ..., not by the guest".
  • Cash is taken at the Front Desk only, never at Reservations or Room Service.
  • A service, such as an airport transfer, is sold with Add service, not here.
  • A payment taken by mistake is never edited or deleted: refund it or void it. See Refund or void a payment.