Take a Payment for an Incident

When the customer is paying for damage on the spot — right at the dock, with their booking open on your terminal — take the payment from the incident itself. The charge lands on their booking's payment history and is attached to the incident automatically, without disturbing the booking's balance.

Before you begin

• The incident must already exist (Create an Incident) and have a linked booking (Link Records to an Incident).
• You need the Incidents permission. You do not need the over-charge permission — damage charges from the incident flow are exempt from the balance cap.

Take a new payment

1. Open the incident's detail page and find the Payments section.
2. Click Take payment.
3. Pick the payment type:
   • Card — use a saved card, enter a new card, or send the charge to a card reader. You can also Authorize Only to place a hold and capture it later.
   • Cash, Transfer, or Other — record a manual payment.
4. Enter the amount and confirm.

The payment is recorded on the booking, attached to the incident, and marked so it never counts toward the booking balance — a fully-paid booking stays fully paid.

Attach a payment from the booking

If the money was already taken on the booking — a deposit hold from check-in, or a charge staff took from the booking page:

1. Click Attach from booking in the Payments section.
2. Pick the payment from the list. Holds show a Hold badge; payments already attached to another incident won't appear.
3. Click Attach.

What happens next

• Attached payments list the amount, method, and date, and show a Hold (not captured) badge for authorizations.
• A hold you authorized from the incident page settles as damage money when captured — no over-charge permission needed, and the booking balance is untouched. A normal booking hold you merely attached keeps its normal capture behavior (reduces the balance, respects the over-charge cap).
• Refunding an incident charge works through the normal refund flow and also leaves the booking balance alone.
• Detaching (the × on a row) removes only the link; the payment stays on the booking.

Tips

• Set the incident's Total damage amount first. The Payments section then shows collected-versus-damage at a glance, and turns green once the damage is fully recovered.
• Add a note alongside the charge. The payment records the money; a note in the incident records why — what was damaged and how the amount was decided.
• Use a hold when the damage cost isn't known yet. Authorize the estimated amount, then capture the final figure once you've assessed the damage (holds expire after 7 days).