A quick and easy guide on how to track payments in the detail of a reservation.
Recording payments in the reservation's detail is beneficial,
cause you can keep track of the income whenever you get a specific amount
and you will not have to save them when issuing an Invoice or Receipt
From the Reservations section, click on the edit button,
to get into the reservation's detail
In the Totals section, you will see all the amounts related to the reservation
(stay, extra, city tax) that the customer will pay.
Let's suppose the customer checks in and wants to pay the sum related to the stay by Card (in this case, 225,00 euros).
From the Payment Method section, right above the Totals section, we record the taking, by clicking on the [+].
From the new screen that will pop up, select the customer method of payment, the date, the amount, city tax if included or not in the payment, the description.
Once you click on Save, the payment will be registered and the tab of amounts will be updated.
In the Payments section you will see the recorded collection and the green/red bar will indicate how much you still have to pay:
When the customer decides to settle the bill (let's suppose they want to pay the city tax and the the Extra by cash) we will just have to repeat the operation, by setting the payment method and the amounts.
In this way, the pending sum to collect will finally be 0 and the invoice/receipt we'll create will be marked as paid
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Talk to you soon!
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