Recording payments against bookings Overview This module explains how to manually record customer payments for a booking in OpsDriver. This includes payments by check, cash, transfer, or credit card—ensuring accurate tracking of financial records and ...
Allocating bulk payments to multiple bookings Allocating Bulk Payments Across Multiple Bookings Overview This module explains how to apply a single customer payment—typically a check—across multiple bookings in OpsDriver. This is a common scenario ...
Creating bookings that did not come from quotes Overview This module explains how to create a new booking directly—without starting from a quote—in OpsDriver. This approach is useful when you already have confirmed trip details or are booking on ...
Converting a Quote to a booking Overview This module walks through how to convert a quote into a finalized booking within OpsDriver. Quotes may originate from your internal sales team or from the web quote widget on your company’s website. 1. When to ...
Great News! Its time to start taking payments with OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Receiving payments directly on a booking- Not every booking needs to be invoiced to ...