Record a payment from a booking

Record money received

Only record money that was actually received. A quotation approval or scheduled milestone is not a receipt.

1. Open the booking and switch to Money, or choose Manage payments from Overview.
2. Select Record payment.
3. Enter the amount actually received, method and date, then save.
4. Check Paid and Balance on the booking and its linked invoice.

Plan installments without claiming they were paid

Set up 30/60/10 creates a proposed payment schedule, not three received payments. A due date and a received date answer different questions.

1. On the booking Money tab, choose Set up 30/60/10 when the booking has a positive amount and no payment milestones yet.
2. Review the prefilled amounts and dates; edit them to match the client agreement before saving the schedule.
3. When the client actually pays an installment, use that milestone’s Record Payment action, check the prefilled remaining amount, method and payment date, then confirm.
4. Reopen Money and verify the receipt, paid amount and balance before recording another installment.

Understand delivery access

In the booking Photos area, Review payment & delivery access opens the Money tab. Check the current balance, milestone state and any delivery policy before telling a client that downloads are available. Recording a receipt does not replace the gallery’s independent download permissions.

If save shows a recovery warning

Reopen the booking payment list and check whether the receipt exists before submitting again. If the receipt is wrong, use the payment correction action rather than creating a second offsetting entry.