Record a payment on an invoice

Record cash, card, bank transfer or agent account payments against an invoice, in full or in part, in your currency or the guest's.

In the app

Invoices

Who

Owners, admins and front desk

1. 1

   Open the invoice

   Open it from Invoices, or press Take payment on the booking.

2. 2

   Press Record payment

   Press Record payment. The Amount starts at the balance due. Change it for a part payment.

3. 3

   Choose the method

   Pick the Method: Cash, Card, Bank transfer, Agent account or Other. Set Received on and add a Reference, such as a receipt or transfer number.

4. 4

   Handle another currency

   If the guest paid in another currency, turn on They paid in another currency. Enter the Currency they paid in, the Amount handed over and the Rate. The amount credited is worked out from the rate.

5. 5

   Save it

   Press Record payment. The balance due drops, and the invoice shows Paid when nothing is left.