Skip to main content

How to Check Received Payments

Sandra Álvarez avatar
Written by Sandra Álvarez
Updated this week

Keeping track of payments is just as important as managing bookings or settlements. If you always know what payments your agency has received, you'll not only avoid accounting errors but also have peace of mind knowing everything is in order.

What is the list of received payments

This is a report that shows all the payments the agency has received over a specific period. It's your centralized record of income, updated and easy to consult.

👉 Useful tip: use this list as a checkpoint before closing settlements or generating invoices. This way, you ensure there are no unrecorded amounts.

How to access the list

  1. Go to the "Accounting" tab.

  2. Click on "Invoicing and payments."

  3. Select "Payments" → "List of received payments."

The system will display the complete list of recorded payments.

Customize the search

The list includes filters to help you easily find what you need. You can search by:

  • Accommodation

  • Date

  • Booking reference

  • Client

  • Payment method

  • Amount

👉 Pay attention to details: the more precise you are with the filters, the quicker you'll find the transaction you're looking for.

Export and work with the data

The system allows you to export the list to Excel or CSV. This is very useful if you want to:

  • Analyze the data in your own accounting spreadsheets.

  • Share the information with your accounting firm.

  • Generate customized internal reports.

👉 Best practices: save a monthly exported copy. It will serve as a backup and as a historical record in case of audits.

Additional resources

  • Payments to receive - List of pending payments

  • Payments to make - List of completed payments

  • Accounting exports

Did this answer your question?