How to load customer payments
From the home screen, hover over the “Invoices” icon and select “Customer
A new window will open showing a list of all previous client payments that have
When the new window opens, click the 3 coloured dots to select the appropriate
Once selected, complete the following information:
- Bank Reference
- Payment Method
- Bank Account
As soon as you select the Currency, the bottom line will activate and turn
lighter. Click on the “Find Invoice” button. This will bring up a list of all
bookings with outstanding payments due for the specific client selected:
Highlight the appropriate invoice and click “OK”.
Insert the amount paid in the block labelled “Remittance Amount”. The “Left to
distribute” block will now reflect this amount.
Copy this amount into the block labelled “Paid for Fees”. The “Left to
distribute” block will now reflect a 0 amount.
Click “Save & Close”.
The entry is now reflected at the very top of the list:
To check that the payment was captured correctly, go back into your booking and
click on the “Customer Invoices” Tab. The payment will be reflecting underneath
Updating booking statuses & forms of payment
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How to load a supplier on Nextour
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