Sometimes a guest wants to see a complete breakdown of their payments, or a corporate client needs to quickly check what they still owe you. Pulling a clear, itemised statement takes just a few clicks.
Here is exactly how to generate one:
Step 1: Open the guest's account
Simply click on the specific booking right on your calendar.
Then click 'View Account'. This will instantly open up their full Account Summary.
Step 2: Generate the statement
Look for the 'Statement' button on the screen and click it.
Step 3: Choose what to show
You can easily choose exactly what information your guest needs to see:
- Show all transactions: Select this if your guest wants to confirm that their records perfectly match yours. It will display every single payment, invoice, and credit note on their account.
- Show outstanding transactions: Select this if your guest just needs a quick breakdown of the balance that still needs to be paid.
Step 4: Pick your format (Excel or PDF)
Once you know what to show, you can choose how you want to save or share it:
- Download Excel: Choose this option if you want a simple spreadsheet. It will ask you to open or save the file directly to your computer.
- View PDF: Choose this if you want to generate a professional document. A preview of the statement will pop up, giving you three easy options:
- Print: Send it straight to your connected printer to hand to the guest at the front desk.
- Download: Save the document directly to your computer.
- Email: Send it straight to the guest! Their email address will pop up automatically if it is saved in their profile. You can even add extra email addresses separated by commas, and tick 'Send me a copy' to keep a record for your own inbox before clicking 'Send email'.
A quick tip on getting paid faster:
If you use NightsBridge, Adumo, or iVeri to process your payments, any statement you generate that has an outstanding balance will automatically include a secure payment link!
This saves you precious time and makes it incredibly easy for the guest to settle their bill right from their statement.
