Payments can be tracked in Sirvoy in two ways.
Registering Payments in Bookings
Payments can be recorded in a booking as payment notes. These are not fiscal documents, but are useful as memory aids; like a post-it note saying “this guest has already paid $100”. You can easily add and delete payments in bookings unless they are connected to a cash receipt or invoice.
Payments solutions that allow guests to pay online may also register payments automatically. Payments like this are often received before the date of arrival, such as at the time of booking.
Prepayments can be included as part of your accounting report.
Payments can be detached from bookings, but will still appear in the payments list. However, if a payment is incorrect it can be voided (or canceled), which sets the amount to zero. For traceability, payments cannot be removed entirely.
Creating an Invoice or Receipt
Using the invoicing feature in Sirvoy, you can create invoices and/or receipts. These documents are created for tax purposes and will reflect your actual sales.
- Invoices – Can be paid later.
- Cash Receipts – Considered paid immediately.
Previously registered payments can be transferred to an invoice or cash receipt and used as a “payment method”. The balance due will be adjusted accordingly on the invoice.