In the Reservations screen you collect payment for a booking from the reservation menu with Collection.
Who uses this
Reception / cash desk collecting a deposit or the remaining balance on a reservation.
Before you start
- A reservation must exist on the calendar. Usually check-in (or a related linked document) has already been done.
- Open Reservations and find the booking on the calendar.
Screen map
- Click the reservation on the calendar to open the options menu.
- Collection: opens a collection document linked to the booking / check-in.
- The reservation text shows total and Balance or Prepayment.
Collection (step by step)
- On the calendar, click the customer’s reservation.
- From the menu choose Collection.
- Sales opens with the collection document already linked to the customer and booking.
- Enter amount / payment method and complete the document.
- When you close sales, the calendar refreshes and the balance updates.
Everyday use
- You can collect a deposit or settle the remaining balance whenever needed.
- To see the customer’s documents from the same menu, choose Customer’s documents.
- Collection appears on normal reservations (not on calendar tasks).
Tips
- If the balance is positive, the reservation is highlighted differently so outstanding amounts stand out.
- After collection, check on the calendar that balance / prepayment updated correctly.