Effective monitoring of payments is a key element of financial management in the hospitality industry. The outstanding balances feature enables the property to track the financial status of reservations in a single location and promptly identify amounts that have not yet been settled.
The function is located in the menu on the left.
This function tracks reservations and the charges recorded against them, providing an overview of whether an invoice has been paid or created, the amount collected, and any outstanding balance. This gives hotel staff a clearer view of open charges for a selected period, thereby reducing the risk of uncollected payments and streamlining daily operations.
The view can be filtered by date, sales channel, or company
Arrival or departure date, or guest status
Ultimately, you get a view that displays a list of reservations/rooms.
You can view each reservation by clicking the eye icon, create an invoice directly by clicking the invoice icon, or remove a reservation from the list using the trash can icon—provided you enter a reason for removing this charge from the view.
Finally, you can choose whether you want to view active tasks or those you have removed from the list (dismissed).
