Add costs, payment and payment request

Quick to: Add costs • Add payment • Send payment request

At booking detail level you can see the current balance of a booking in the 'finance' tab. If it is negative, the customer must pay an additional amount. If it is positive, the customer has paid too much.

Add costs

Go to the Bookings overview and click on the desired booking.
Go to the "finance" tab and click "add costs."
Enter the description, cost, and VAT rate, then click "save."

Add payment

Go to your Bookings overview and click the booking you are looking for.
Go to the "finance" tab and click "add cash payment" if the payment was made in cash, or "from deposit" if the payment is being made using the deposit.
If the customer needs to pay digitally, add costs and then send a payment request.

Send payment request

In order to send out a request, a negative balance must first be created. So if necessary, first enter the costs for the payment request. Then:

Go to your Bookings overview and click the booking you are looking for.
Go to the "finance" tab and click "payment request."
Enter a description and amount, and optionally charge a deposit. Click "save request."
On the Payment Request overview page, choose how to send the payment link (via email or text message).

To revoke the request, click the three dots next to "details."