Record booking payments and refunds

Booking payments track money received against the rental total. They are separate from customer invoices under Billing → Invoices.

Open the booking and use Record payment, or Pay remaining when a balance banner appears.

Financials at a glance

The Financials card shows Total, Paid, and either Balance or Refund due.

The header badge shows payment status: Unpaid, Partial, Paid, or Overpaid.

When partially paid, an orange banner shows the remaining balance and offers Pay remaining.

When overpaid, a violet banner offers Record refund.

Recording a payment

In Record payment, the summary line shows booking number, total, and paid so far.

Click the green Remaining to pay row — Click to fill amount — to copy the outstanding balance.

• Kind — Payment (received) or Refund (paid back to customer)
• Amount and Method — Cash, Bank transfer, Cheque, Card, or Other
• Date / time, optional Reference and Notes

Balance after this entry previews the new balance before you save. Choose Record.

Payments table

The Payments section lists every entry with columns Date, Type, Amount, Method, Reference and Notes.

Edit with the pencil icon. Delete opens Delete payment — a permanent removal with no undo.

Advance payment at booking creation

When creating a booking, Advance payment (optional) records upfront money. It counts toward Paid the same as a later payment.

Permissions and related topics

Payment buttons require Edit bookings permission. Default Staff can create bookings but not edit them, so they may not see these buttons.

Security deposits are handled separately. See return security deposit.

Formal billing uses create an invoice from a booking. Status meanings are in invoice statuses explained.