Record payment, invoice and receipt

Open a completed unpaid booking, record the payment received, then review the invoice number, payment history and manual WhatsApp receipt.

3:24
Arabic narration · Ghizlane
After this lesson

You can settle the correct booking, verify its balance and understand when to send a receipt or record a refund.

In this tutorial

  1. 00:00Payment, invoice and receipt overview
  2. 00:15Find an unpaid booking
  3. 00:30Check the completed visit
  4. 00:46Review the outstanding balance
  5. 01:05Choose the actual payment method
  6. 01:26Record the payment once
  7. 01:38Verify paid in full
  8. 01:53Find the invoice number
  9. 02:11Review payment history
  10. 02:24Understand the manual WhatsApp receipt
  11. 02:46Record refunds only when money is returned
  12. 03:03What to watch next