Difference between revisions of "How do I take a payment for a hire invoice?"
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== Summary == | == Summary == | ||
The following article explains how to take a payment for a booking invoice. | The following article explains how to take a payment for a booking invoice. | ||
== More Information == | == More Information == | ||
| − | A [[How do I | + | A [[How do I produce a hire booking invoice?|booking invoice]] must be raised for the customer booking before a payment can be taken. |
| − | Pre-payments are taken as [[How do I | + | Pre-payments are taken as [[How do I take a deposit for a customer booking?|booking deposits]]. |
=== Taking a Payment === | === Taking a Payment === | ||
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
| − | * Search for the customer booking you want to take a payment | + | * 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 {{DataPrompt|Date from:}} and {{DataPrompt|to:}}. |
** Press the {{Button|Search}} button. | ** Press the {{Button|Search}} button. | ||
| − | ** Highlight the customer booking you want to take a payment | + | ** Highlight the customer booking on the list for which you want to take a payment. |
** Press the {{Button|Edit}} button. | ** Press the {{Button|Edit}} button. | ||
* 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. | ||
| − | * Press the {{Button|Post}} button to take the payment | + | * Press the {{Button|Post}} button to take the payment. |
| − | * | + | * On the {{DataPrompt|Customer Booking Properties}} page, you will see that the value of the {{DataPrompt|Payments:}} and {{DataPrompt|Balance:}} in the {{DataPrompt|Booking document}} box will have changed to reflect the payment that has just been taken. |
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I produce a hire booking invoice?]] |
| − | * [[How do I | + | * [[How do I process a customer booking?]] |
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
| + | |||
| + | {{KB_Tags|booking, take, payment, deposit, hire}} | ||
| + | {{How}}{{KB_BH}} | ||
| − | |||
| − | |||
{{KB_Ref|BH97}} | {{KB_Ref|BH97}} | ||
Latest revision as of 05:35, 19 June 2019
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?
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