Batch Checkout for Concierge Services

When a guest has several confirmed concierge services on a stay -- an airport transfer, a private chef dinner, a sailing excursion -- each one creates its own invoice in the guest portal. Batch checkout lets the guest combine those open invoices into a single payment so they only enter their card once and only pay one set of processing fees.

What Guests See

In the Payments section of the guest portal, when more than one concierge invoice is open at the same time, a segmented control appears at the top of the concierge section with two options:

• Pay All -- Combine every open concierge invoice into one transaction.
• Pay Individually -- Pay each invoice separately, the same way as before.

The Pay All view shows a stacked summary of every invoice being combined with a single grand total. The Pay Individually view shows the existing list of invoices with a Pay button on each one. Guests can switch between the two views at any time before they start checkout.

If only one concierge invoice is open, the segmented control is hidden and the guest sees the standard single-invoice payment screen.

How It Works for the Guest

1. The guest opens the Payments card in the portal.
2. They see two or more concierge invoices listed.
3. The Pay All view is selected by default. The summary lists every invoice with its description and amount, followed by a combined subtotal.
4. The guest selects a payment method from the connector list -- the same options that are available for individual payments.
5. They click Pay All and are redirected to the payment page (Hosted Payment Page).
6. After a successful payment, all combined invoices are marked Paid at the same time, and the guest returns to the portal where the concierge section now shows everything settled.

If the payment fails or the guest cancels on the payment page, none of the invoices are charged. The guest is returned to the portal and can try again.

When Batch Checkout Is Available

The Pay All option appears only when all of the following are true:

• The booking has at least two open concierge invoices in the same currency.
• Each invoice has a positive amount due.
• None of the invoices are already locked inside another batch attempt that hasn't completed yet.

If a guest starts a Pay All flow and then abandons the payment page, the batch is held open until the payment session expires. While that session is active, those invoices are temporarily locked and cannot be opened in a new batch. Guests will see them re-appear as available once the session times out.

Behind the Scenes

Pay All creates a single combined payment that runs through the same processor and the same fee logic as an individual invoice. The guest is charged one merchant fee instead of one per invoice, which is one of the reasons to offer Pay All in the first place -- it is cleaner for the guest and reduces total fees.

Once the combined payment succeeds:

• All invoices in the batch flip to Paid at the same moment.
• Concierge service items that were waiting on payment are released for fulfillment.
• The guest receives a payment confirmation message through the lifecycle template you have configured for Payment Received.

If the payment fails, none of the invoices are touched. Guests can switch back to Pay Individually if they want to settle one invoice at a time, or retry Pay All from the beginning.

Tips for the Concierge Team

• Send invoices in clusters. When a guest confirms several services in a single planning session, send the invoices together. They will land in the portal as a group, and the guest will see Pay All ready to use.
• Watch for locked invoices. If a guest abandons a Pay All session and immediately tries again, they may see a brief delay while the previous session expires. Sessions normally time out within an hour. If a guest reports being unable to retry, wait for the session to expire and try again, or reach out to support.
• Currency must match. Invoices in different currencies cannot be combined. If a guest wants to pay a USD tour and a CRC chef in one go, that is not supported -- they will see two separate invoices.

Common Questions

Can guests pick which invoices go into the batch? No. Pay All combines every open concierge invoice on the booking. Guests who want to settle one specific invoice should switch to Pay Individually and pay that one only.

What happens to lifecycle messages? Each invoice still exists separately, so each one fires its own payment confirmation event. Guests typically receive one combined confirmation showing the full amount, plus the underlying records remain in their booking history.

Can I disable Pay All for a specific guest? There is no per-guest toggle. The option appears whenever the conditions above are met. If you do not want a guest to use Pay All, only send one invoice at a time -- the option will not appear until a second open invoice is on the booking.

Does batch checkout work with deposits? Batch checkout combines concierge invoices only. Accommodation deposits and balances are managed separately on the same Payments card and are not included in Pay All.

What if one invoice is partially paid? Pay All works on the remaining amount due of each open invoice. If a guest already paid a deposit on one of the bundled services, only the balance enters the combined transaction.

Related

• Trip Services -- Confirming and managing the services that generate concierge invoices.
• Commissions -- How operator commissions are recorded when a paid service is fulfilled.
• Lifecycle Templates -- The Payment Received template that fires when a batch payment succeeds.
• Booking Lifecycle -- Where concierge invoices fit alongside accommodation payments.