How to take a pre-payment for customer before move-in

cgothard

How do you do a credit card pre-payment for a customer who has a reservation but is not moving in yet?

Orkocean

You could do a reservation amount for the entire amount that would be needed. Then once the move in occurs you could apply it towards the unit.

Sue_C

Orkocean said:

You could do a reservation amount for the entire amount that would be needed. Then once the move in occurs you could apply it towards the unit.

Sounds good @Orkocean!

jcatt

I do not feel the full commitment is made until the potential tenant signs the self-storage contract, and it is at that point that I run their credit card for payment.  I do not want to be in a position to have to back out the payment if the commitment is not firm. 

jcatt

If I have an existing tenant, and I held a unit on reservation, in Leads to Lease, for a second unit and now I need to install the new move in, how can I be sure that his current unit is related with this new unit?

skinman

If you entered their info using " look up existing" when you made the reservation and selected them... The accounts should be linked when you convert the reservation.