RoomBoss allows the download of all payment information with searches based on 2 sets of criteria, payment criteria (eg. payment date) or booking criteria (eg. booking check in date) .
All Payments By Payment Criteria
This information is accessed via the payments report, to access:
Navigate → Reports → Payments Report
You can see on the screen and download to excel a list of all invoices and / or payments based on the invoice or payment date.
It is also possible to download a pdf file here which breaks down payments by payment method and the user who entered the payment.
Downloading all payments by payment criteria can help answers questions such as:
- What payments were received in June?
- How much money was received today?
All Payments By Booking Criteria
This information is accessed via the booking search, to access:
Navigate → Bookings → Search Bookings
Use the booking search criteria to narrow the search to the bookings that you want to see the payments for. The example pictured would give all bookings checking out in February 2017, the download would then give all payments and invoices associated with bookings that checked out in February 2017.
Click the Generate Payments Report link, then download the payments in excel format.
Downloading all payments by booking criteria can help answers questions such as:
- What were all the payments associated with accommodation bookings that checked out in the last week?
- What were all the payments associated with all the ski lessons which started today?
- How much money have we received for accommodation bookings that have yet to check in?