Verify or reject a payment proof

A guest’s uploaded proof is a claim, not money. It becomes revenue only when a person checks it against the amount due and verifies it - and that check is yours.

Screen /payments · Roles: Account Manager (board also visible to Admin, External Accountant)

Where proofs wait

The Payments board shows an Awaiting verification tile and every recent payment with its status. On the inquiries list, a stay with unchecked money carries a Paid, unverified chip - and Paid, not held if the money arrived but no unit could be held, which means those nights are still sellable. The “Guest sent payment proof” notification opens the inquiry straight at its Payments section.

Verify a proof

1. Open the payment. Clicking a row on the board opens the payment’s own page: amount, method, sender, transfer reference, when it was paid versus when it was recorded, and the screenshot evidence. The sender’s name and reference were typed by the guest - read them, never trust them.

2. Compare against your account. The evidence tells you what the guest says they sent; your bank statement tells you what landed. The guest never states an amount - the recorded figure comes from what was due on the quote.

3. Verify on the inquiry. An unverified payment’s page offers Verify on the inquiry. On the inquiry, choose Convert to booking. The dialog confirms the held unit and shows the money: Amount on the proof, the editable Final total, Verified as received (what actually landed), and To collect at the property (whatever’s left).

4. Click “Verify & confirm booking.” The payment posts to your books, the booking is confirmed, and the Paid, unverified chip clears everywhere.

Split transfers are corrected on the Payments tab

If the guest paid in several transfers, the received total in the convert dialog is read-only - it’s the sum of the per-screenshot amounts. Correct an individual transfer on the booking’s Payments tab, then convert.

Reject a claimed payment

If the money never arrived, open the locked inquiry and choose Cancel and release. The claimed payment is rejected on the record, the held nights go straight back on sale, and the inquiry ends as rejected by policy. The action - who did it and when - lands on the audit trail.

Only an Account Manager verifies

Verification and rejection are the Account Manager’s capability, deliberately separate from the seats that create inquiries and request payments - the person confirming money landed is not the person who asked for it. See Concepts.

What verification unlocks

• The money posts into your books as verified revenue.
• The booking confirms and moves through its lifecycle.
• Payment verified is one half of the dual gate (payment ✓ and ID ✓) that releases a smart-lock code to the guest.

What’s next

• Read a booking’s Payments tab
• Reconcile the cash report