Payments can be registered in Sirvoy in different ways, described below.
Recording payments in a booking
A payment recorded on a booking is comparable to writing a post-it note saying ”this guest has already paid $100”. It doesn’t qualify as a fiscal document for tax purposes, it’s just a note for your memory. You can easily add and delete payments in bookings.
Payments may also be registered automatically if you are using a payment solution where guests make payments online, at the time of booking or later. Such payments are often received long before the date of arrival. From an accounting perspective, these payments can be considered deposits or prepayments.
A payment can be detached from the booking, but it will still appear in the payments list. However, if a payment is incorrect it can be voided (or cancelled), meaning that the amount will be set to zero. For traceability, payments cannot be completely removed.
Creating an invoice or receipt
Using the invoicing feature in Sirvoy, you can create invoices and/or receipts. These documents are created for tax purposes and will reflect your actual sales. The difference between an invoice and a cash receipt is that the invoice can be paid at a later date, while the cash receipt is considered paid immediately.
If you are using the invoicing feature, you don’t have to register payments in bookings. Instead, payments can be recorded for issued invoices and receipts. However, if an invoice is created from a booking that already has a payment recorded, that prepayment can be transferred to the invoice and used as a ”payment method”. The balance due will be adjusted accordingly on the invoice.