This guide provides step-by-step instructions for collecting payments and sending invoices using Noovy. These steps will help streamline the billing process and ensure timely payments for your hotel bookings.
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Open the Booking
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Locate and open the specific booking for which you want to collect a payment.
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Access the Billing Area
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Scroll to the lower section of the booking overview.
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Find the Billing area, which displays all payment-related details for the booking.
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Verify the Proforma
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Confirm that a Proforma has been automatically generated for the booking.
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Review the Proforma to ensure all details (e.g., amounts, services, and guest information) are accurate.
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Collect the Payment
You can collect a payment in Noovy by clicking the Charge button in the Billing Area, which provides you with 4 primary payment methods to choose from.
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Payment Gateway:
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Displays saved credit cards linked to the booking.
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Choose to charge or authorize a payment directly from the saved card.
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Payment Link:
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Send a Payment Link to the guest via their email address for secure online payment. A default template for sending a Payment Link is readily available within Noovy. Additionally, you have the option to create a customized template according to your preferences.
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Terminal Payment:
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Process the payment using a physical payment terminal at the reception office.
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Manual:
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Opens a panel on the right side to record a manual payment.
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This method is primarily used for cash transactions, but it also includes all the other payment options available in your hotel.
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Specify:
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Payment type (Payment or Refund).
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Reference to the Proforma in the Billing area.
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Amount (adjustable if needed).
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Payment method (e.g., Simple Post Payment or Payment Gateway).
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Currency and any relevant tags.
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Attach Payment to Proforma
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Upon successful payment, the system automatically links the payment with the selected Proforma from the payment process.
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Verify the payment is correctly reflected in the Billing area.
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Finalize and Send the Invoice
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Locate the Proforma connected to the payment in the Billing area.
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Click the three dots on the right-hand side of the Proforma row to finalize it.
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The Proforma will convert into an Invoice.
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To print the invoice:
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Click the printer icon to open the invoice as a PDF in a new window.
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Alternatively, use the eye icon to view the invoice and print from there.
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To send the invoice electronically:
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Click the eye icon to open the invoice.
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Use the send option in the upper right corner.
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The guest’s default email (if provided) will auto-populate. If empty, manually enter the recipient’s email address.
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