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Booking Details: Booking Status

Booking Status

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 Booking statuses enable you to adjust exactly where an invoice is in the booking process. Sometimes, an invoice may be in a pending state without any payments applied. The customer may then make a partial payment on that invoice, or even pay it in full. Either way, it's important for you as a business owner to know which customers owe you money and which customers maybe need a follow-up notification sending out. The current status of an invoice is indicated by a brightly coloured label in the top left corner of the document, as seen in the image below. You can click on this label and open a drop-down menu, in order to change the status of the booking.  

 

 

Status Loupe

 

 

 

Some of the statuses, such as Deposit, are known as system statuses and cannot be manually chosen by the user. An invoice would be set to Deposit, for example, when a partial payment is applied to the booking. Since this is not a status you can manually choose from the drop-down menu, it will not be listed there. If you need to set an invoice to the deposit status (maybe an old booking you wish to add to the system that already has a credit card payment applied), you will need to apply a partial POS payment in order to trigger the deposit status.

 

Inventory Holds

Customer data from pre-bookings and void bookings is held in the system for 30 days. This provides you with an opportunity to reconcile your reports and our support team to better troubleshoot missing payments etc. 

 

For more information on statuses, including how to create your own custom ones, please click here. If you have email notifications tied to a booking status, changing the status will trigger the notification and send an e-mail to the configured recipient(s). If you don't wish to trigger a notification, click on the new status from the drop-down menu and then uncheck the send email notifications field from the resulting popup window.  

 

 

Confirm Update

 

 

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