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 Details
Click on the booking to open the Booking Details.
Click on the 'View Account' button
Click on the 'View Account' button within the Account panel.
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
Once you've returned to the Account Summary, note that the payment added now displays on the account.
Click on 'Save'
