How to allocate payments to invoices in Bookem

When a client makes a payment, you need to allocate it to the correct invoice to keep your records accurate. There are two ways to do this, depending on when and how the payment is made.

Option 1: Allocate payment when finalising an invoice (e.g. in your rooms)

If the client is paying at the time of service:

  • Create the invoice as usual

  • Click Finalise and pay

  • Enter the payment details (e.g. amount received and payment method)

  • The payment will be automatically allocated to the invoice

  • Click Issue receipt to provide the client with a record of payment

This is the quickest method if the client is paying immediately

Option 2: Allocate payment from Accounts

If the payment is received later

Check the received amount and the allocated amount:

  • If the received amount is more than the invoice total, the remaining balance will be stored as credit for future use

Click Save to complete the allocation.

Watch this video to see how to enter and allocate payments to an invoice

Note: If you use one of Bookem's supported payment gateways for online payments, the payment will automatically reconcile, saving you the hassle of manual allocation

Learn more