In this tutorial we will show you how to a payment to an account for a booking, so that you can keep track of the balance outstanding.
Open the booking
Click on view account.
Click on add payment
Capture the payment details
- Date: Make sure that you put in whatever date the payment has reflected. For example, if someone does an EFT to you, you need to enter the date on which the payment had reflected in your account for recon purposes.
- Type: You can choose the payment type. Some of the options include bank/EFT, Credit Card, Cash, Other and Commission.
- Amount: Make sure that you're entering the amount that was originally paid to you.
- Reference: The reference can be anything you want it to be. The payment reference will appear on the payment report.
- Click Save
Make sure that you enter the correct details as you cannot edit the payment after it has been captured. If you make a mistake, see our tutorial on how to correct an incorrectly entered payment.
View account summary
Note: When you return to the account window, the balance outstanding will be adjusted.
Click on save
Confirmation of payment
Click yes to change the status of the booking to confirmed.
Now that we've now added a partial/deposit payment, the status will automatically be changed to confirmed.
You can choose to mark the booking as confirmed or not.
Booking status
The booking status will change from 'Waiting for deposit' to 'Confirmed'.
