Read a booking's Payments tab

Every booking carries its own money view: the headline figures in the Money card on the Overview tab, and everything behind them on the Payments tab.

Screen /reservations/<booking>/payments · Roles: any booking reader; uploads need Point of Contact, Booking Manager, Airbnb Manager, Account Manager, or Admin

The Money card on Overview

• Total - the agreed price for the whole stay.
• Paid so far - verified money only. A proof nobody has checked doesn’t count.
• Balance - what’s left to collect. Money paid back in a cancellation or early check-out settlement is not counted as owed.

Once something more has happened, the card adds rows for it: Refunded, Goodwill allowance and Net received (what the stay actually took after refunds), and Extras collected.

If the seat holds the money-recording capability, a Record cash button sits in the header for cash handed over at the desk - see Reconcile the cash report.

The Payments tab, top to bottom

1. Refunds - the panel where money is requested back and paid, shown when the booking has verified cash that can go back. See Refund a guest.
2. Payment history - every charge, payment and return on the stay, each row dated with each step it went through, with the Charged, Paid, Returned and Balance due totals at the top and the stay’s Invoices below. For a seat that can open the Payments board, a payment row opens that payment’s own page. See Use the payment history, invoices and upsells. On a group booking there is one payment history per apartment, headed by its unit code.
3. Payment screenshots - the evidence for each payment, and the Refunds list with the transfer proof for each refund (below).

Payment screenshots

Each payment on the stay is a card: method, amount, status, sender, reference, and when it was recorded. Under each payment sit its evidence slots:

Slot	What it holds
Guest’s proof	The transfer screenshot or PDF the guest sent (or uploaded via their quote link).
Your receipt	Your own confirmation that the money landed.
Refund proof	Evidence of money sent back against this payment.
Extension proof	The top-up collected when a stay was extended.

Below the payments, the Refunds list shows money returned to the guest: each refund’s amount, status, reason and dates, and its Transfer proof. A paid refund with no proof yet offers Add proof, so the screenshot you take after the bank transfer is attached to the refund it belongs to.

Anyone who can see the booking can view the evidence; adding a file needs the payment-attachment capability. Images, PDFs and short clips are supported, up to 15 MB each. Every thumbnail opens a viewer with download.

One payment per screenshot

When a guest pays in several transfers, their uploads all land on one payment - the system can’t tell a second transfer from a clearer photo of the first. On an unverified proof with two or more screenshots, use Split into separate transfers and give each screenshot the amount it actually shows. Splitting is a money edit, so it needs the Account Manager’s recording capability.

How you land here

• A row on the Payments board opens the payment’s own page, which links back to its booking’s Payments tab.
• A transaction row in Finance -> Treasury deep-links here too.
• Notifications open the record at the right spot: /reservations/<booking>/payments, /reservations/<booking>/refunds for the Refunds panel, and /reservations/<booking>/folio for the payment history.

What’s next

• Verify or reject a payment proof
• Refund a guest
• Charge a guest for extras