Add a payment record

Create a payment record from the payments area when you need to log money received.

Payments

Add a payment record

Create a payment record from the payments area when you need to log money received.

Where this lives

Add a payment record when money has been collected and the system needs an accurate internal record tied to the right booking or customer.

Amount, payment date, method, and reference details should match what actually happened.
Tie the payment to the correct booking whenever possible so balances stay accurate.
Use notes only for reconciliation details that do not have their own field.

Do not use payment records as a substitute for fixing the booking total.
Do not duplicate charges that already succeeded through checkout.
If the payment failed, fix the failure path instead of logging fake success manually.

Create a payment record from the payments area when you need to log money received.

Add a payment record when money has been collected and the system needs an accurate internal record tied to the right booking or customer.

Amount, payment date, method, and reference details should match what actually happened.
Tie the payment to the correct booking whenever possible so balances stay accurate.
Use notes only for reconciliation details that do not have their own field.

Do not use payment records as a substitute for fixing the booking total.
Do not duplicate charges that already succeeded through checkout.
If the payment failed, fix the failure path instead of logging fake success manually.