Status TypesBack to top
Using statuses, you can control where in the booking process an invoice is placed. Some of these statuses are automatically set by the system when certain functions are performed. For example, if a partial payment is applied to an invoice, the system will set the status as Deposit. If a full payment is applied to an invoice, the status will be Paid.
You can also apply statuses manually to update the progression of the booking. An example of this might be a customer paying their balance in situ with cash. You can simply pull up the invoice, change the status to Paid and apply a POS payment to balance the books.
So let's have a look at the system statuses. You are free to change the labels on these to suit the needs of your business, but the status IDs are not user configurable due to their roles within the system.
Inventory HoldsCustomer 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.
A locked status that can be used to hold a booking pending confirmation. Inventory will be set aside while the invoice is pending.
A locked status used to confirm the completion of a booking, with or without a payment. Inventory will be set aside and unavailable for further bookings.
A locked status used by the system when a partial payment has been applied to a booking. The deposit status cannot be chosen manually and will therefore not appear as an option when updating an invoice. Inventory will be set aside and unavailable for further bookings. For more information on deposits, click here.
A locked status which is set by the system after an invoice has been paid in full through a payment gateway. This status can be set manually if a payment is received by POS. Inventory will be set aside and unavailable for further bookings.
Unlocked status by default. Similar to pending, but the item booked will not be held aside while the booking is being confirmed.
An unlocked status used to cancel a booking and return items to inventory when a payment has been applied to the invoice.
An unlocked status, similar to canceled, used to void a booking and return items to inventory. A booking can only be marked as void if no payments have been applied to it. If payments have been applied, the void option will not be available for use and canceled should be chosen instead.