Setting up payment types
Last updated: May 9, 2022
Payment types allow you to keep track of non-credit card payments collected through FareHarbor. Every new Dashboard includes a cash payment type by default, but you can add as many additional payment types (check, voucher, etc.) as you’d like.
When adding payment to a booking, enabled payment types will appear as available payment methods:
Payment types are also displayed in customer receipts and emails, so make sure they are clear and easy to read.
Managing payment types
You can view and manage payment types from the Settings section of your Dashboard. From the sidebar, select Bank & Payments, then go to the Payment types tab.
Don’t see these options? Your permission group may not allow you to view or manage payment types. Contact FareHarbor Support to update your permissions.
When creating or editing a payment type, you can adjust the following settings:
- Name: What the payment type is called in your Dashboard (example: Check)
- SKU (optional): An abbreviated name shown in reports and other instances in the Dashboard where shorter names are easier to read. The SKU is not visible to customers.
- Show change calculator: Determines whether to show a change calculator when adding payments of this type.
- Enable this payment type (if applicable): Determines whether the payment type will be available when adding payment to a booking.
- Require additional payment information (optional): If selected, logged-in users will be required to fill out an additional note field (e.g. room number) when creating a payment with this type. Online customers will never see this field.
If your Dashboard settings allow you to make bookings for both your own company and partner companies, you have the option to enable the payment type for your company only, for partner companies, or both. If neither option is selected, the payment type will be disabled.
Reordering payment types
You may reorder existing payment types by dragging the reorder 
icon next to the payment type name. This order is used in reports and when adding payment on bookings.
Deleting payment types
To delete a payment type, click Edit next to the payment type, then click Delete.
Once a payment type is deleted, you won’t be able to add new payments of that type. However, you will continue to see already created payments of that type in reports, on existing bookings, and when issuing refunds.
Be careful when deleting payment types – even if you add back a new type with the same name, it will count as a separate payment type.
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As of March 2019, the option to enter a prefix for payment types has been removed. This allows for more translation-friendly displays of payment types throughout the Dashboard. These updated displays include:
- The “payment type” list in the direct book form
- Payment summary on the booking overview
- The refund form
- Email summaries
- Receipts
If clients ask, you can send them the following:
FareHarbor now displays payment and refund information in a simplified and standardized way, so that anyone using FareHarbor will have the same experience, regardless of what language they speak. These changes will be reflected anywhere that payment types are shown, such as the direct book form in your Dashboard, on customer bookings, and in emails. The method for collecting payments has not changed and this will not affect your ability to collect payments.
Affiliate payment types
Affiliate companies can create their own payment types and use these payment types when creating bookings for partner companies.
Once a payment type has been created and enabled in the affiliate’s Dashboard, the affiliate will be required to choose an in-store payment type or card on file when creating a payment collected by them.
Affiliates will see their in-store payment type wherever the payment is displayed:
When viewing payments collected by affiliates, charter companies will still only see “collected by affiliate”, regardless of whether or not payments are associated with an affiliate in-store payment type. This also applies to reports.
Companies that are both charter and affiliate
Companies that are both charter and affiliate have the option to allow use of the payment type for just their own company, for partner companies, or both.
These companies will be able to see their own in-store payment types whenever payment is displayed. However, they will still only see “collected by affiliate” for payments collected by their affiliates.
Other notes
All companies get a cash payment type by default, including affiliates. However, this payment type will be disabled for affiliates unless they enable it.
Advanced reports have an Affiliate payment type column which displays the payment type name only for affiliate payments and only when the reporting company is the company that owns the given payment type (i.e. they are the affiliate). The existing Payment Type column remains unchanged.