K
Kelly green Swift
We need a way to better track payments that clients make toward their reservation in Tern. Payments should reflect the last four of the card used to process the payment plus the name associated with the card.
Examples of why this is very needed and necessary so that we do not have to use spreadsheets to track client's payments are as follows:
  • If we have a cruise group of hundreds of payments, it's imperative to know what card to have the cruise line refund a client if cancellation is refundable.
  • If a client needs to file for a travel insurance claim, their client confirmation from Tern should reflect the last four and name of the card to prove their payment to the travel insurance company.
  • We must have a record of the last four digits of the card and name of card for each payment. This is basic record keeping for a client's reservation.