Reservation Balance

How Do I Know What I Am Still Owed by a Guest?

A Balance Bar can be seen at the top of each 'Reservation Details' page displaying a snapshot of how much money is still owed on the reservation.  The Summary Circle shows the following:

• Yellow = Refunded
• Green = Paid
• Gray = Remaining
• Red = Due (Any amount encompassing the 'Remaining' section that has passed the invoice due date)

The Balance of a Reservation will change when:

• A new invoice is created - See Add an Invoice
  • Increase the balance
• Line Items are added to an invoice - See Editing an Invoice
  • Increase the balance

• An invoice is voided - See Void an Invoice

  • Remove from the balance
• A reservation with unpaid invoices is cancelled
  • (Outstanding invoices are automatically voided and the balance is affected as mentioned in the bullet point above)
• An invoice is paid or refunded
  
  • Updates proportions in the Summary Circle