How do I record a booking payment and follow the balance?

What most often goes uncollected in this business is the balance after the event, once the customer has already left.

Steps

1. Open the booking from Bookings and press Record payment — Figure 1.
2. Enter the amount, the payment date, the payment method and a reference number if there is one.
3. Save; paid and balance due update in the financial summary at once and the receipt appears in the payments table.
4. You can record several payments: a deposit at booking and the balance before the event.
5. To follow balances across customers, open Bookings — Figure 2 — and filter by status and period.

Notes

• Require the balance before the event starts and put it in the contract terms; collecting after the party is far harder.
• Enter the real payment date, not today’s; cash reports are built on it.
• Always print the receipt for the customer; it is the simplest way to prevent a dispute about payment.
• Do not record the deposit here; it has its own place, and mixing them inflates your income with money that is not yours.