Always know what has been paid and what is still outstanding

Keep track of all payments in one place

Some customers pay online right away. Others choose to pay by bank transfer, and for some activities, payment is made on site.

If you track those payments in different places, someone has to figure out over and over again how much was actually received.

In Eguide, the amounts remain associated with the corresponding booking or invoice.

This way, every colleague sees the same payment status, regardless of how the customer paid.

So you don't have to compare the bank account, a cash list, and old emails side by side before you can help a customer.

Offer customers the payment option that works best for them

Not every customer wants to pay the same way.

A private customer may prefer to pay immediately online. A business may prefer to wait for an invoice and pay by bank transfer. For transactions at the counter, cash may still be the simplest option.

You don't need to manage those different situations in separate overviews.

Online payments are automatically recorded under the correct reservation. You can add bank transfers and cash yourself as soon as you receive them.

This way, your customer base remains intact, without forcing customers to use a single payment method.

Let customers pay online even after the fact

Not every booking is charged immediately.

You can send a customer a payment link at a later time, for example, for a deposit or the remaining balance.

Once the payment has been successfully processed, it will reappear on the same invoice. Your team does not need to manually update the status.

Always keep track of what's still pending

Many bookings are not paid for in a single payment.

A customer first makes a down payment. The balance is paid later. An organization may pay an invoice in several installments.

Eguide adds up the amounts received and shows how much is still missing.

Your team doesn't have to calculate that remaining balance on its own. Even after multiple payments, it remains clear whether an invoice is still outstanding, has been partially paid, or has been paid in full.

To learn how to create advance invoices and final invoices, see the section on verified invoicing based on your journal entries.

Only follow up with customers who still owe payment

Since the outstanding amount is immediately visible, you don't have to check each customer's status again.

You can more quickly see which payments have been fully processed and which transactions still require financial follow-up.

This allows you to send reminders in a more targeted way and ensures that a customer who has already paid isn't contacted again.

Keep payment and scheduling in the same reservation

A payment is not separate from the rest of your operations.

When a customer calls, you want to be able to see at a glance what they booked, how much has already been paid, and what appointments are still pending.

That's why the payment information remains linked to the same file where you also track the customer, groups, scheduling, and communication.

This way, an employee doesn't have to search through different systems to answer a simple question.

Stay in control of the final confirmation

Just because a customer has paid doesn't automatically mean that every practical detail has already been verified.

With private tours, your team retains control over the final confirmation and scheduling.

When selling tickets, payment can immediately confirm whether the tickets were actually sold. You can read more about this under "Online Ticket Sales and Tracking."

Correct a mistake when necessary

An amount may be entered incorrectly or accidentally linked to the wrong payment.

An authorized employee can correct such a record, after which the paid and outstanding amounts will be correct again.

For situations in which the invoice itself also needs to be corrected—such as a credit memo or a supplementary invoice—proceed to processing financial corrections.