Settings > Payment types
How to manage your payment types
Payment types help your team keep track of how guests are paying for activities, tours, spa services, and anything else you book through Planniac. Some payment types actually charge the guest’s Cloudbeds folio, while others are simply labels to record how payment was handled.
This setup is important for accuracy, accountability, and clean reporting.
Step 1: go to settings > payment types
Here you’ll see the full list of payment types available in your system.
From here you can:
- edit payment names
- reorder them
- activate or deactivate them
Reordering changes the order in which payment options appear on activity forms.
Step 2: understand what actually charges to cloudbeds
Only two payment types send a charge directly to Cloudbeds:
- room charge
- house account – non-guest
All other payment types are labels only. They help your team record payments but do not push charges automatically.
For accountability, we still recommend recording every payment type used.
Step 3: rearrange your payment types
To reorder:
- press and hold a payment type
- drag it where you want it
We recommend placing your most commonly used payment types at the top so your team can tap quickly.
Step 4: activate or deactivate payment types
- Active = selectable on activity forms
- Inactive = still visible, but not selectable
Planniac does not allow deleting some payment types because they may appear in old activity records or they are associated with certain auto-generated payments, like from your Online Offers (upsell page) or from PMS add-ons
So only create the types you truly intend to use.
Step 5: understand the common payment types
Here’s what each label usually means:
room charge
Posts the charge directly to the guest’s Cloudbeds folio.
Requires a corresponding Cloudbeds product (a general item like “Tours” works fine).
room charge manual
You posted the charge yourself inside Cloudbeds, not through Planniac.
cash
A label only. You’ll still need your own cash ledger outside Planniac.
credit card
A label indicating the guest paid with a credit card.
You can add versions like “onsite cc terminal” or “reservation desk terminal” to help reconcile.
mixed payment
When the guest split the cost (for example, part cash, part card).
Since you can’t select multiple payment types, include a note explaining the split.
house account
Posts directly to Cloudbeds’ house account cash drawer for non-guest charges.
house account manual
Means you posted the charge manually to the Cloudbeds house account.
paying operator directly
The guest intends to pay the operator themselves.
paid operator directly
The guest already paid the operator.
We keep both options because plans sometimes change.
included in package
The guest already paid as part of a package.
part of upsell
Paid at the time of reservation as an upsell.
complimentary
Free to the guest.
Step 6: use the advanced payment settings
Each payment type also includes checkboxes that control how it behaves:
active – your staff can choose this payment type
zero balance – changes the activity price to zero
room charge – posts directly to a Cloudbeds folio
room charge required exception – allows this option even if your policy requires all payments to go through Cloudbeds
allow for guests – can be used for guest stays
house account – allows posting to the Cloudbeds house account
house account required exception – same logic as above, but for non-guest charges
These settings make sure payment handling follows your internal policies while still giving you flexibility.
Why to organize your payment types 💳
Payment types may look small, but they shape how smoothly your front desk runs.
When they’re clear, simple, and consistent, everything speeds up:
- staff know exactly which option to choose
- you avoid billing errors
- reconciliation becomes painless
- operators and accountants stop chasing loose ends
Well-organized payment types also help new staff ramp up faster.
When things are labeled clearly, people relax.
When people relax, guests feel it. ✨
Your HTML content here...