Payment History
Every business needs a central source of truth for its money. The Payment Log is exactly that—a master ledger that tracks every single payment that comes in (like guest bookings) and every payment that goes out (like paying for supplies).
Your Financial Snapshot
Right at the top of the page, you'll see your Net Balance for the selected time period. This simple number instantly tells you if you're in the green or the red for the month.
Managing the Ledger
Below the balance, you have your main transaction table. We made this as easy to read as possible:
Transaction
Shows the property name and the category of the payment (e.g., Booking, Maintenance).
Amount
Green with a downward arrow means money came in; red with an upward arrow means money went out.
Description
Any internal notes you left for yourself, plus a quick link to "View Receipt" if you uploaded an image of a bill.
Date
The exact day the transaction happened.
Account / Guest
Tells you how it was paid (e.g., Cash, POS, Stripe) and who paid it (the guest's name).
Looking for something specific? The Quick Filter search bar lets you type in a guest's name, an amount, or a description to instantly find exactly what you're looking for.
Manual Actions
While most bookings log payments automatically, you'll sometimes need to step in manually. Use the action buttons at the top right:
Transfer
Did you move some cash from the register to the bank? Use the Transfer button to officially record that movement between your internal accounts.
Add Payment (Admins Only)
Need to record an ad-hoc expense like buying printer ink? Use this to manually enter the amount, select an account, and even upload a photo of the receipt straight from your phone or computer.
If you ever make a mistake, you can always click the three little dots next to any transaction to Edit the details or, if you're an admin, Delete the record entirely.
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