Process a Payment

Charge a card, use a saved payment method, or record a manual cash/check/electronic payment on a booking.

Resytech supports two categories of payments: card payments processed through Stripe, and manual payments recorded by staff for offline transactions. Both types update the booking balance and appear in the payment history.

Prerequisites

An existing booking in any status (draft, pending, or confirmed).
For card payments: a connected Stripe account (see Set Up Stripe).
Appropriate user permissions to add payments.

Card Payments

Card payments are processed through Stripe and create a real charge on the customer's card.

Charge a New Card

Open the booking from Dashboard > Bookings or the calendar.
Click Add Payment.
Select Card as the payment type.
Enter the amount to charge.
The Stripe payment form appears. The customer (or staff member) enters card details.
Click Pay.

Behind the scenes, Resytech:

Creates a Stripe PaymentIntent for the amount.
Sends the confirmation token to Stripe for processing.
If the card requires 3D Secure authentication, the customer is prompted to complete it.
On success, records the payment and updates the booking balance.

Use a Saved Card

If the customer has previously paid with a card, their payment method is saved in Stripe.

Open the booking and click Add Payment.
Select Card as the payment type.
If saved cards are available, they appear as options showing the card brand and last 4 digits (e.g., "Visa ending in 4242").
Select the saved card.
Enter the amount and click Pay.

Saved cards are charged off-session, meaning the customer does not need to be present or re-enter their details.

Payment Statuses

After creating a card payment, the system may return different statuses:

Status	Meaning	What Happens
`succeeded`	Payment completed	Balance updated, payment recorded
`requires_action`	3D Secure or additional authentication needed	Customer must complete authentication in the browser
`requires_capture`	Payment authorized but not yet captured	Used for authorize-only flows; must be captured separately
`processing`	Payment is being processed by the bank	Typically resolves within seconds; webhook confirms success
`requires_payment_method`	Card was declined or invalid	Customer must try a different card

Capture an Authorized Payment

If you use authorize-only mode (AutoCapture set to false), the payment is held but not charged. To capture:

Open the booking.
Find the authorized payment in the payment history.
Click Capture.
Optionally adjust the capture amount (you can capture less than the authorized amount but not more).

Authorized payments must be captured within 7 days (Stripe's limit) or they expire automatically.

Manual Payments

Manual payments are records of offline transactions. No money moves through Stripe -- you are simply logging that payment was received.

Record a Manual Payment

Open the booking and click Add Payment.
Select the payment type from the dropdown.
Fill in the required fields and click Save.

Payment Types

Type	Code	Description
Cash	`cash`	Cash received at the counter or on location
Check	`check`	Personal or business check
Electronic	`electronic`	Digital payment apps (see electronic methods below)
ACH	`ach`	ACH bank transfer
Bank Transfer	`bank-transfer`	Direct bank-to-bank transfer
Wire Transfer	`wire-transfer`	Wire transfer
Other	`other`	Any payment method not listed above

Electronic Payment Methods

When you select Electronic as the payment type, you can specify the method:

Method	Description
Zelle	Zelle person-to-person transfer
CashApp	Cash App payment
Venmo	Venmo payment
Wire	Electronic wire

Manual Payment Fields

Field	Required	Description
Payment Type	Yes	The type of payment (cash, check, electronic, etc.)
Payment Method	No	Additional detail about the method (e.g., "Zelle" for electronic payments)
Amount	Yes	The dollar amount received. Must be greater than $0.00.
Reference ID	No	An external reference such as a check number or transaction ID. If left blank, the system generates one automatically (e.g., `CASH-20260402-A1B2C3D4`).
Apply to Balance	Yes	Whether this payment should reduce the booking balance. Usually set to Yes.

Auto-Generated Reference IDs

If you do not provide a reference ID, the system generates one using the payment type prefix:

Payment Type	Prefix	Example
Cash	`CASH`	`CASH-20260402-A1B2C3D4`
Check	`CHK`	`CHK-20260402-E5F6G7H8`
Electronic	`ELEC`	`ELEC-20260402-I9J0K1L2`
ACH	`ACH`	`ACH-20260402-M3N4O5P6`
Bank Transfer	`BANK`	`BANK-20260402-Q7R8S9T0`
Wire Transfer	`WIRE`	`WIRE-20260402-U1V2W3X4`
Other	`OTH`	`OTH-20260402-Y5Z6A7B8`

How Payments Affect the Balance

When Apply to Balance is enabled (the default), the payment amount is subtracted from the booking's outstanding balance. For example:

Booking total: $500.00
Current balance: $500.00
Payment of $200.00 with Apply to Balance = Yes
New balance: $300.00

If you record a payment with Apply to Balance disabled, the payment appears in the history but does not change the balance. This is useful for recording deposits or payments that were already reflected in a manual balance adjustment.

Audit Trail

Every payment -- card or manual -- creates an event in the booking's audit log. The event records:

Amount
Payment type and method
Reference ID (Stripe PaymentIntent ID for cards, generated or provided ID for manual)
The user who processed the payment
Timestamp

Tips

Always verify the amount before processing a card payment. Card payments cannot be edited after they are charged. You would need to issue a refund and re-process if the amount is wrong.
Use the Reference ID field for checks so you can cross-reference with your bank statements later.
Electronic payments are manual records. Resytech does not integrate directly with Zelle, Venmo, or Cash App. You must confirm receipt of funds before recording the payment.

What to Do Next

Issue a Refund -- reverse a payment if needed.
Create an Invoice -- send the customer a link to pay online.
Adjust Booking Pricing -- set a custom grand total using Pricing Override.

On this page