Bookings and calendarhow-to3 min read
Record a payment from a booking
Log a payment without leaving the booking detail workflow.
BookingsPayments
Record a payment from a booking
Log a payment without leaving the booking detail workflow.
Where this lives
Use the payment panel inside a booking when the money belongs to a specific job and you want the balance to update immediately in context.
Why this path is useful
- Recording payment from the booking reduces the chance of attaching the payment to the wrong customer or event.
- You can see the remaining balance while you enter the payment.
- It keeps payment history and operational notes close together for anyone reviewing the booking later.
What to confirm
- Check the amount due, method used, and whether the payment is deposit or balance.
- Do not create a second payment if the customer already paid online.
- If the total changed during editing, make sure the payment still reflects the current booking value.
