receipt_long Organiser (EO) 8 steps smart_display 1:39 min

Payments, contracts, invoices and refunds

Confirm bank transfer proofs, record manual payments, build instalment schedules, generate contracts and handle cancellations and refunds.

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1

Open Payments

Gateway payments verify themselves; bank transfers and cash need your confirmation. The badge shows what is waiting.
2

Review the payment proof

Press Review, compare the receipt with your account, then Confirm — or Reject with a reason.
3

Open the booking

The booking page shows the lots, total, paid, balance, schedule and status history.
4

Record a manual payment

Press Record Payment for cash, cheques or transfers received outside the system.
5

Build an instalment schedule

Press Build Schedule for a deposit and balance with due dates. Reminders are sent to the vendor automatically.
6

Generate the contract

Press Generate Contract. The vendor accepts it in the portal, and the PDF can be downloaded any time.
7

Automatic invoices

An invoice is generated once a booking is fully settled. See every invoice under Invoices.
8

Cancel and refund

Cancel a booking with a reason — its lots return to the pool immediately. Process refunds under Refunds.

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tips_and_updates Recording a payment means the money has already reached your account. Check your bank statement first.
tips_and_updates The contract template can be edited under Contracts → Templates.

help

A vendor says they paid but there is no record. expand_more

Check Payments for proofs awaiting review. For gateway payments, check your gateway dashboard with the reference number.

Can I cancel a booking that has been paid? expand_more

Yes, with a reason. A refund is your decision and is recorded under Refunds.