After a guest or agent invoice is issued, it is important to keep track of the payment status to ensure that you receive payment for it. This article will guide you through the steps to do so.
Getting the list of invoices
The Invoices area in Preno provides you with a list of all guest and agent invoices.
In this area, you can use the filter options to narrow down the list of invoices. You can also Search for invoices using keywords.
Search keywords
You can search using the booking ID, Invoice ID, Invoice contact and Invoice amount.
Filter options
You can filter results by the invoice status, booking sources, and date ranges.
With date ranges, you have the option to filter by the Invoice issue date, due date and the booking check-in date.
Invoice record
You can view all of the details and history relating to the invoice by clicking on the invoice record. Here, you can take additional available actions such as Void, Record payment and Downloading/Viewing the invoice.
Xero users
If you are using Xero, Preno will display up to date invoice information - but you will continue to track invoice payments in Xero.
Recording payment for an invoice
Typically, invoice payments are recorded when payments in the bank account is being reconciled. To record an invoice payment:
Go to the Invoices area.
Search for the invoice record by using the search or filters.
Click on the Invoice record.
Click Record payment.
Select the payment date (by default, today is selected) and click Save.
Note: Preno only supports recording full payment of the invoice when you record payment.
Removing a recorded invoice payment
If you had mistakenly recorded payment on the invoice, you can remove the recorded payment.
Find the invoice record.
Click on Remove payment and then confirm the action.
The invoice status will then revert from PAID to the previous status (ie. ISSUED or OVERDUE)
This action is also recorded in the Invoice history for audit purposes.
XERO USERS
If you are using Xero, Preno will display up to date invoice information - but you will continue to manage invoice payments in Xero.