ResBook has several Financial reports that you can generate within the platform. One of these reports is the Payment Summary Report. Here you can display a list of all invoices for Agent bookings.
To view the Invoiced Totals by Booking - Agent, go to 'ResBook > Reports > Financial Reports >Payment Summary'.
Once the Payments Summary report has opened, just simply adjust the dates to your choosing to bring up the entries you want.
You will be able to view:
- Payment Date
- Payment Type
- Payment Description (From the Payments Tab in the Booking)
- Booking ID
- Arrival Date
- Departure Date
- Payment Value
- Property (Stock Unit)
- Status (of the booking - Confirmed, Pending, Cancelled)
Bookings taken in count:
- Confirmed, Pending, Cancelled bookings with a Payment within the Date range
- Physical and Virtual stock units
You can browse the report by Payment Date, Booking ID, Arrival/Departure Date and Stock Unit or Export the data into a csv file and adjust the reporting format to your liking. Once in Microsoft Excel, the report can be printed.