Payment Recording
LodgeKit supports multiple ways to record payments: manual entry for cash and bank transfers, or automatic recording via connected payment gateways. All payments are linked to invoices 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
Here is how to record a cash or bank transfer payment.
Go to Dashboard > Payments
Click Payments in the sidebar.
Click Record Payment
Click the Record Payment button at the top right.
Select the invoice
Choose the invoice this payment is for from the dropdown.
Enter the amount
Type the payment amount. It can be the full invoice amount or a partial payment.
Choose the payment 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 is recorded and the invoice status updates automatically.
Partial Payments
People can pay in instalments when your operating model allows it. When recording a payment for less than the invoice total, LodgeKit tracks the remaining balance. The invoice 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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