Finance & Payments
Everything about collecting payments, sending invoices and revenue reports.
Pages
- The Cash Register Report Explained
- The On Books Report Explained
- Payment Log Report
- The Billing Documents Report Explained
- The Debtor Report Explained
- The Payment Report Explained
- The Revenue Report Explained
- The Tax Report Explained
- The Pick-Up Report Explained
- The Payment Link Report Explained
- How to Manage and Create Taxes
How to's
- How to Manually Finalise a Proforma
- Best Practices for Updating Tax Rates
- How to use Tags for Payment Documents?
- How to Capture a Credit Card Authorisation
- How to Cancel (release) a Credit Card Authorisation
- How to Cancel a Proforma
- How to track Failed Payments from sent payment links
- How to Create a Group Booking Proforma/ Statement?
- How to Process a Payment using a Credit Card on file?
- How to Refund a Payment?
- How to Email an Invoice?
- How to Download an Invoice?
- How to Change the Payer on a Proforma or Invoice?
- How to Attach a Payment to the (correct) document?
- How to Credit an Invoice?
- How to Manually Create a Proforma?
- How to Combine Invoices?
- Setting up Payment Gateways Rules
- Creating one invoice for multiple bookings
- How to refund City Tax for Pre Paid Bookings
- How to control the Stripe Payments and Payouts
- How to Send a Payment Link
- How to manage a cancellation policy
- How to Send a Credit Card Authorisation Link
- How to generate a transaction report in Stripe
- How to Collect Payments
- How to Navigate through the Payment Gateway Logs
- The More Action Button on the Billing section Explained