Manage payments

Payment work starts from booking detail. Payment state belongs to the money record, not to the booking lifecycle.

Read payment state

Open a booking and select Payment. Review payment schedules, amounts due, amounts received, and invoice state together.

Common combinations are valid:

• confirmed booking with unpaid payment
• confirmed booking with paid payment
• paid payment while invoice remains draft
• cancelled service with a separate refund decision

Record a manual payment

When money arrives outside the connected payment flow, use the payment action for the booking and record the amount against the relevant payment schedule. Recheck the resulting payment and invoice state after saving.

Cancellation and refunds

Cancellation is its own record. A cancellation request can be requested first and confirmed later. A refund is a money action and must be checked separately from cancellation.

Do not describe a booking as refunded because it is cancelled. Confirm the refund amount and payment record.

Investigate a payment question

Use this order:

1. Booking status: is the service going ahead?
2. Item status: which lines are accepted?
3. Payment status: has money arrived?
4. Invoice status: has the bill been issued?
5. Cancellation and refund: was service cancelled, and what money moved back?

See Reading booking detail and Booking statuses.