When you collect a payment, such as cash, outside of Guesty, you record it to make sure the reservation's payments are accurate and up to date. When you record the payment, you enter the details, such as the amount and date - manually. If you entered the wrong amount or if you need to choose a different date, for example, follow the instructions below.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Operations mode.
- Click Reservations.
- Find the reservation with the relevant payment and click it (you can use filters above the table to the left and columns to the right to narrow your search).
- In the banner at the top of the page, click payout Status.
- In the "Payments" section, find the relevant payment (should say Recorded payment under "Transaction type").
- At the right end of the row, click Actions and select Edit payment (will not be available if the payment is in a locked accounting period).
- In the pop-up, make the necessary changes.
- Click Save.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click More and then select Reservations from the dropdown.
- Find the reservation with the relevant payment and click it (you can use filters above the table to the left and columns to the right to narrow your search).
- In the banner at the top of the page, click payout Status.
- In the "Payments" section, find the relevant payment (should say Recorded payment under "Transaction type").
- At the right end of the row, click Actions and select Edit payment (will not be available if the payment is in a locked accounting period).
- In the pop-up, make the necessary changes.
- Click Save.