Record checks, deposits, and balances
Keep payment status accurate when money arrives through Square, PayPal, check, or an offline method.
Guide typeStep by step
Estimated time2 minutes
Best forPayments
Payment totals affect reports, customer balances, and operational follow-up. Record money only after it has actually been received or confirmed by the payment provider.
- Open the booking.
- Confirm the quoted total and any add-ons.
- Record the amount, method, date, and reference information available for that method.
- Verify the remaining balance.
- Add a short internal note when the payment needs explanation.
Checks: record the check number, amount, received date, and status. Do not mark a check as collected before your business has accepted it according to your normal process.