Track Paid Amounts in Payments and Invoices

The dashboard Payments section currently uses the same invoice lifecycle screen as Invoices. It is designed for paid amount tracking on booking and manual invoice work.

Payments screen

The screen title is Payments and the description says it covers invoice lifecycle and paid amount tracking for bookings and manual rental work.

Invoice list columns

• Invoice: invoice number and booking number when linked.
• Customer: customer name and email when available.
• Source: booking or manual.
• Issued, Total, Paid, and Status.
• Actions: View, Print, and Mark paid for unpaid manual invoices.

Manual invoice payment

For unpaid manual invoices, Mark paid sets the invoice status to paid, paid amount to the invoice total, and balance due to zero.

Data Export

Data Export includes a Payments table with Amount, Currency, Method, Status, Reference, Paid at, and Created at. Use exports when the agency needs a downloadable review file.