How balance due is calculated
Balance due is the cost of the trip minus the total amount of payments logged on the trip's bookings. If the itinerary includes options (like optional add-ons or room selections), the cost used is the minimum cost. This is the price assuming no optional items are added.
Active authorizations do not impact the balance due
An authorization is a client's approval to make a payment, but the payment has not yet been submitted to the booking supplier. Because no money has moved, active authorizations are not subtracted from the balance due. Subtracting them would understate what the client still owes.
How balance due is displayed
For clients: Balance due is shown on the itinerary's Pricing tab and within invoices.
For advisors: Balance due is shown on the trip's Bookings tab and Payments tab.
Balance due for guarantees
A guarantee is a payment type where the client pays the supplier directly on arrival, rather than authorizing the payment through Tern in advance. To make this clear to clients, unpaid guarantee amounts are labeled "Balance due on arrival".
If the only unpaid payments remaining on a trip are guarantees, the total trip balance due is shown as "Balance due on arrival."
If the trip includes both unpaid guarantees and another expected payment type, the total balance due is shown along with the portion that is due on arrival.
