Payment and Balance Recording
LodgeKit supports multiple ways to record payments, resident payments, stay payments, and site payments: manual entry for cash and bank transfers, or automatic recording via connected payment gateways. Each record is linked to the relevant invoice, resident charge, stay balance, or site balance for accurate tracking.
- Manual entry — cash, bank transfers, cheques
- Stripe — credit and debit card payments
- PayPal — PayPal balance and linked accounts
- GoCardless — direct debit for recurring billing
Recording a Manual Payment, Resident Payment, or Site Payment
Here is how to record a cash or bank transfer against an invoice, resident charge, stay balance, or site balance.
Go to Dashboard > Payments
Click Payments in the sidebar.
Click the record action
Click the record button at the top right. Its label follows your LodgeKit setup, such as Record a Payment, Record Resident Payment, Record Stay Payment, or Record Site Payment.
Select the invoice or account
Choose the invoice, resident charge, stay balance, or site balance this record is for from the dropdown.
Enter the amount
Type the amount received. It can be the full invoice, resident, stay, or site balance amount, or a partial amount.
Choose the method
Select Cash, Bank Transfer, Cheque, or Other from the method dropdown.
Set the date
Enter the date the payment was received.
Save
Click Save. The payment, resident payment, stay payment, or site payment is recorded and the related invoice or balance status updates automatically.
Partial Payments and Balances
People can pay in instalments when your billing rules allow it. When recording less than the invoice, resident, stay, or site balance total, LodgeKit tracks the remaining balance. The invoice or account stays as "Partially Paid" until the full amount is received.
Processing Refunds
To refund a payment, open it from the payments list and click Refund. Enter the refund amount (full or partial) and reason. If the original payment was via Stripe, the refund is processed automatically through Stripe. For manual payments, record the refund and process it outside LodgeKit.
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