Confirming bank transfers and cash payments

Not every customer pays online. Manual payments let you track bank transfers and cash, with a clear confirmation of receipt.

Setting up payment methods

Go to Settings → Payments and choose which methods you offer customers: online (iDEAL and card), bank transfer or cash. For bank transfer you enter your IBAN and account name. They appear on the quote and in the payment email.

The customer reports a payment

After a transfer the customer chooses I've paid in the customer portal, with date and reference. You get a notification and the payment appears in Payments under To confirm.

Confirming receipt

Check your bank account and choose Confirm receipt. The payment is added to the booking and the customer automatically gets a receipt.

If the money hasn't arrived, choose Not received and write a short note. The customer gets it by email and can report the payment again.

Recording a payment yourself

Paid in cash, or the customer didn't report anything? Open the booking and choose Record payment. Enter the amount, method and date.

Good to know

• Payments that wait a long time for confirmation get the label Waiting long.
• The open amount of a booking only counts confirmed payments.