Payments, Invoicing & Reporting
Details for collecting and recording payments. Invoicing to agents and guests and all you need to know about the reports
By Jessica and 3 others4 authors37 articles
Payments
Taking payments, recording payments, managing cards
- Recording paymentsHow to record a payment from the grid or bookings page in Preno
- How to refund a payment or depositSteps on how to record a refund on a booking or process a refund to a guest's credit card via your payment gateway integration
- Auto surchargeAutomatically add a surcharge to a payment method
- Auto PaymentsSchedule a payment automatically
- How to add a credit card surchargeHow to add a credit card surcharge to your bookings in Preno.
- Recording Bonds in PrenoHow to record Bonds in Preno
- Removing a Payment MethodHow to remove a payment method in Preno
- Why does my receipt say "PAID"Why does the accommodation charges on the receipt say PAID
Invoicing
Invoicing, emailing invoices and tracking payment of invoices in Preno
- Raising an invoiceHow to raise an invoice to your agent, guests or booking contact
- Email invoices directly from PrenoHow to attach PDF invoices to your emails
- Invoicing a guest for their depositRaise a draft invoice in Xero for the deposit amount
- Invoice payments reduces the amount outstandingWhy adding an invoice payment reduces the amount outstanding on the booking
- Invoice refundsHow to apply a refund for an invoice
- Track invoice payment statusHow to keep track of payments for your guest and agent invoices
- Default due date for invoicesHow to set the default due date for guest and agent invoices.
- How can I customise my invoice template in Preno, including adding business details, payment instructions, and a logo?
Agents
Managing Agents / Sources / Companies
- What is an Agent?An agent is the source of your booking - an overview of agent types & scenarios
- Edit or delete an AgentHow to Edit Agent details or Delete an Agent
- Invoicing an AgentHow to invoice an Agent for accommodation and extras
- How to invoice a companyCorporate guests usually want to invoice their company for accommodation
- Error: Set an "Agent type" for this agentHow to resolve set an "Agent type" message when applying a payment to your booking.
Reports
Understanding Each Report within Preno
- Revenue reportWhat the Revenue report shows and how to run it for any period, including a full 12-month view.
- Reporting on ExtrasReport on the Extras you've sold through Preno
- Download Room Stay and Bookings ReportHow to download these reports
- Choosing the right report in PrenoWhat each Preno report shows and when to use it.
- Accommodation Data Programme (ADP) NZ(Only relevant for NZ) Automatically send ADP report at the start of the month
- Extras Report BreakdownA report on the total number and total cost of extras
- Downloading guest dataHow to download your guest data, including emails, for use in email marketing tools.