Difference between revisions of "How do I take a payment for a hire invoice?"
From Catalyst
(Bulk update) |
|||
| Line 15: | Line 15: | ||
* Once inside {{DataPrompt|Customer Booking Properties}}, press the {{Button|Payment}} button which is located within the {{DataPrompt|Booking}} box. | * Once inside {{DataPrompt|Customer Booking Properties}}, press the {{Button|Payment}} button which is located within the {{DataPrompt|Booking}} box. | ||
* In the {{DataPrompt|Payment allocation}} box, choose the method by which you want to take the payment by pressing the button showing the appropriate method. | * In the {{DataPrompt|Payment allocation}} box, choose the method by which you want to take the payment by pressing the button showing the appropriate method. | ||
| − | {{Information|text=If booking deposits have been taken for the customer booking, these | + | {{Information|text=If booking deposits have been taken for the customer booking, these |
will automatically be allocated to this payment. The total of these deposits will be shown next to {{DataPrompt|Previously paid deposit}}.}} | will automatically be allocated to this payment. The total of these deposits will be shown next to {{DataPrompt|Previously paid deposit}}.}} | ||
* If you need a receipt to be printed after taking the payment, tick the {{DataPrompt|Print receipt?}} check box. | * If you need a receipt to be printed after taking the payment, tick the {{DataPrompt|Print receipt?}} check box. | ||
| Line 26: | Line 26: | ||
* [[How do I Take a Deposit for a Customer Booking?]] | * [[How do I Take a Deposit for a Customer Booking?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|booking, take, payment, deposit, hire}} |
{{KB_BH}} | {{KB_BH}} | ||
| + | |||
{{KB_Ref|BH97}} | {{KB_Ref|BH97}} | ||
Revision as of 06:32, 22 December 2018
Summary
The following article explains how to take a payment for a booking invoice.
More Information
A booking invoice must be raised for the customer booking before a payment can be taken. Pre-payments are taken as booking deposits.
Taking a Payment
Go to " Booking and Hire Add or Edit Customer Bookings".
- Search for the customer booking for which you want to take a payment.
- You can narrow down the search by entering the date of the customer booking at "Date from:" and "to:".
- Press the [Search] button.
- Highlight the customer booking on the list for which you want to take a payment.
- Press the [Edit] button.
- Once inside "Customer Booking Properties", press the [Payment] button which is located within the "Booking" box.
- In the "Payment allocation" box, choose the method by which you want to take the payment by pressing the button showing the appropriate method.
 | If booking deposits have been taken for the customer booking, these will automatically be allocated to this payment. The total of these deposits will be shown next to "Previously paid deposit". |
- If you need a receipt to be printed after taking the payment, tick the "Print receipt?" check box.
- Press the [Post] button to take the payment.
- On the "Customer Booking Properties" page, you will see that the value of the "Payments:" and "Balance:" in the "Booking document" box will have changed to reflect the payment that has just been taken.
See also
- How do I Produce a Hire Booking Invoice?
- How do I Process a Customer Booking?
- How do I Take a Deposit for a Customer Booking?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
BH97
