In this tutorial we will show you how to allocate a full payment to an account for a booking. You can also add a payment after an invoice has been generated.
We will also briefly explain the different kinds of payments that you can add.
Open the NightsBridge calendar
Open the booking
Click on "View invoice/payment details for this booking".
Click on Payments
Click on Add Payment
Capture the payment details
Make sure that you enter the correct details as you cannot edit the payment after it has been captured.
- 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 on your account for recon purposes.
- Type: You can choose the payment type. Some of the options include bank/EFT, Credit Card and Cash.
- Amount: Make sure that you're entering the amount that was originally paid to you.
- Ref: The reference can be anything you want it to be. The payment reference will appear on the payment report.
- Click save.
Click on Exit
Note: When you return to the account window, the balance outstanding will be adjusted.
Return to the account window
Note: Since there will not be any balance outstanding now, you will be asked if you would like to generate an invoice when returning to the account window.
1. If the guest has not yet arrived, it is recommended that you click on NO, in case they will make use of any extras which can be added to the account. Generating the invoice will close the add, and prevent you from adding any extras
2. Should the guest be checking out, or you do not offer any extras, then you can click Yes, and generate the invoice.
Note: If you generate the invoice, the account will be closed, and the invoice will open in Microsoft Excel.
Click on Exit
Change the status of the booking.
Because we've now settled the account with full payment, the status will automatically be changed to paid.
You can choose to mark the booking as paid or not.