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 authors33 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
Removing a Payment MethodHow to remove a payment method in Preno
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 customize 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.
Receipts and Registration Cards
Customise receipts, print and email
How to customise/rename your receiptHow to add a custom name and tax breakdown for your receipt
Registration CardsCustomise the registration cards for your property
Printing a receiptHow to print a receipt in Preno
Emailing a receipt to your guestYou can send a .PDF attachment of the receipt to your guest with an email tag
Reports
Understanding Each Report within Preno
Choosing the right report in PrenoWhat each Preno report shows and when to use it.
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