Payments

See all the created payments in the booking

1. Date we have or are about to receive payment

2. Customer details from whom we accepted the payment

3. Type of payment.

4. Amount of payment

5. Each payment has a status related to the date of payment but also whether it was paid. Also if the payment has been made before departure then it is considered as Advance payment.

6. You can easily mark a payment as paid. The moment you do this is recorded by the system

7. With one payment you can arrange more than one document. If you click on the cross at the left end of the record, you can see how the amount has been distributed and to which documents.

8. See the user who posted the payment. In case there is no username then the payment is automatically generated by the system.

PAYMENT OPTIONS

Title	Description
Quick edit	Open the main payment tab where you can see more information & manage the payment
Assosiate	Associate payment with one or more documents or accounts
Cancel payment	Ακυρώστε την πληρωμή. Η πληρωμή θα εξακολουθήσει να υπάρχει στην λίστα αλλά δεν θα λαμβά
Restore payment	Refund the payment so that it is taken into account in the calculation of the reservation
Unassign payment	Dismiss the specific payment from the associated document
Delete payment	Delete this entry. Caution! It is not possible to restore a deleted payment

ADD PAYMENT

Add payment in the reservation

1. The details of the reservation which you will add the payment.

2. Select payment type. The default payment type can be changed from the settings so that the payment type you use most often is always displayed.

3. Choose whether you have received the payment or not. Only if you choose to have the payment taken into account will the total booking be taken into account. Otherwise the payment will remain as a note on the payments until you inform it when you receive it.

4. Amount of the payment

5. Date & time you received or will receive the payment

6. Choose which of the following you want to associate the payment with

   1. Deposit: You received this payment as a deposit for the reservation

   2. Bills: You have already created some bills and want to associate it with them. You can also choose how you want this payment to be distributed to the accounts by entering the corresponding amount.
   3. Invoices: You have already created the final documents and you want to relate it to them. You can also choose how you want to distribute this payment on the documents by entering the corresponding amount.
7. Choose whether the customer is an individual or a company. You can either search for a client that already exists in the system or create a new one.

8. Add notes to the reservation

9. Add tags to the payment so you can search for it more easily

Associate payment

Regardless of the payments and the balance of the reservation, we can associate the payments with specific accounts & documents. We do this to know exactly with what specific payments we have paid a document. This is usually done automatically by the system but there are times when you will need to do it manually.

Συσχέτιση πληρωμής με λογαριασμό ή παραστατικό

1. Payment information

2. Choose whether you want to associate this payment with a bill or invoice

3. The reservation that you want to add the payment is the default but you can associate this payment with accounts & documents found in other reservations. Clicking here gives you the opportunity to search for another reservation and by selecting it, its accounts & documents will be displayed below.

4. The bills or invoices you have selected. You can choose how you want this payment to be distributed to the accounts or documents by entering the corresponding amount.