Keep track of your finances with the Finance Tab in Booking View! Under the Finance Tab, you can view Price, Security Deposit, Guest Invoice, Expenses, Investor information and Payment Terms in separate cards.
Price
With Finance in Booking View, you can easily manage Price Breakdown, Collection Type, Cancellation Policy and more. If you click on the Share Payment Link, you can select Copy or View Link. You can Add Upsell or Discount if you click on More.
Note 1: When you click on Log Payment, a window opens in which you can insert the Amount, and select Date, Time and Payment Type from the drop-down. Inserting the Reference and Description is Optional. Finally, click on Log.
Note 2: When you click on Add Discount, a window will appear in which you can select Discount and insert its amount, or select the Promotion from the drop-down or create your desired Voucher. Once done, click on Add.
Security Deposit
You can view the Amount and Status of the Security Deposit here. You can Charge or Release the Security Deposit by clicking on Charge & Release.
When you click on Charge & Release, a window will appear in which you can select the Penalty Type and insert Associated Cost, Amount to Capture and Reason. Finally, click on Save And Close.
You can Log Security Deposit if you click on More. Then, a window will open in which you can insert its amount, date and time and select the payment term from the drop-down. Note that the Reference and Description are Optional to insert. Finally, click on Log.
You can click on Show Details to view and edit more details about the Penalty. You can also click on the three dots to Edit or Remove Penalty.
Guest Invoice
You can not only view the details of Guest Invoice but also get a PDF version by clicking on the download sign in front of each invoice.
Expenses
You can view the information about the Expenses on this card by clicking on Show Details. You can also click on the three dots for each expense to View Monthly Supplier Bill or Edit Total Amount.
Investor
You can view the information about the Investor on this card.
Payment Terms
You can view the expenses or Create Expense here.
