💳 Payment Collection – Front Desk

Module: Operations
Section: Payment Collection
Location: Front Desk > Payment Collection
Version: 1.0.0
Last Updated: July 2025

🧭 Overview

The Payment Collection module is used by front desk and finance teams to view, manage, and record guest payments for active or past reservations.
It provides a real-time status of each booking, including total due, amount paid, payment method, and invoice history.

This view supports filtering by customer, booking source, and status — making it easier to keep financial records transparent and up-to-date.

👤 Who Can Access

Role	Access Level
Admin	Full access
Finance	Full access
Front Desk	View & Add Payment
Housekeeping	No access
Guest	No access

🖼️ Interface Preview

Payment Collection

Image: Full UI view showing reservations with payment statuses and actions.

🧾 Key Columns & Descriptions

Column	Description
Reservation	Booking ID or reference, categorized by source (e.g., Walk-in, OTA)
Billing	Guest name, phone number, and email address
Due Amount (SAR)	Remaining amount to be paid in Saudi Riyal (SAR)
Status	Guest’s check-in status (e.g., Reserved, Checked-In, Checked-Out)
Payment	Status label: Paid, Partial, or Not Paid
Actions	Buttons to view, add payment, delete record, or print invoice

💳 Payment Status Tags

Tag	Color	Meaning
Paid	🟦 Teal	Full amount received
Partial	🟧 Orange	Partial payment made, balance pending
Not Paid	⚫ Dark Gray	No payment has been recorded yet

📌 Action Icons

Icon	Action	Purpose
👁️	View	View reservation billing and history
➕	Add Payment	Register a new payment for the booking
🖨️	Print Invoice	Generate and download invoice (PDF)
✅	Guest Check-in	Update Guest Check-in (if permitted)

🔍 Filters and Search Options

Use the top filter panel to narrow your results:

Booking Number: Search by Booking Number.
Reservation Type: Filter by booking type (Single, Group, Package).
Customer Type: Filter by Individual or Company.

📋 How to Check Payment Collection – Step by Step

Navigate
- Go to Front Desk > Payment Collection page from the main sidebar.
Use Search Filters:
- Booking number (Reservation ID)
- Reservation type (Single, Group, Package)
- Customer type (Individual, Company)
- Select any type of Filter or multiple Filters
- Click search button
Use Column View Control:
- Click on the View Column Control (👁️ icon)
- Check or Uncheck columns to view necessary column (only for your current view)
Understand Key Columns:
- Reservation: Booking number and source
- Billing: Guest’s name, mobile, and email
- Due Amount (SAR): Remaining balance and payment status
- Status: Reservation status (e.g., Reserved, Checked-In)
Perform Actions (Action Column):
- ➕ Add Payment: Opens payment entry form
- 👁️ View Details: See full billing and guest info
- 🖨️ Print: Generate invoice in PDF
- ✅ Guest Check-in: Trigger guest check-in
Use Page Refresh Option:
- Click Refresh button to reload and reflect latest data