Deposits, advances and payments on a booking

Three different things can be received on a reservation, each with its own button on the reservation page.

Steps

1. Open the reservation.
2. To receive money against the bill, press "Record a payment". It shows only when an invoice still has a balance.
3. To take part of the price before the stay, press "Take an advance". It shows before the stay, while the main invoice does not exist yet.
4. To hold a guarantee, press "Receive a deposit". It shows before and during the stay.
5. In the window enter the "Amount", choose the "Payment method" (cash, card, bank transfer or wallet) and the "Cash account". Leave "Date" empty to record today. Press the button at the bottom.
6. At the end press "Settle the deposit" or "Settle the advance". Split the held amount between "Refund to the guest", "Keep" (with a reason) and "Apply to invoices". Press "Settle".

Notes

• A payment cannot be larger than the balance of the invoice.
• If the room type has "Deposit to confirm", that percentage must be paid to confirm. Hold the room first, take the advance, then confirm.
• The page "Deposit & advance" shows what is held now. "Nothing is held" means there is nothing to settle.
• Cancel fees are taken from the deposit or put on the invoice, by the tiers of the room type.
• In the rentals app a deposit on a monthly contract is called a security deposit. See the article on contracts.

What the system does not do

• Recording a payment writes down what you received. It does not charge a card.
• It does not send payment reminders.
• Late fees are not available.