Import existing bookings

Before you start

• An export or spreadsheet of future bookings from the previous system.
• Earlier payment information to review opening balances.

Overview

Bring future bookings from your previous system and distinguish opening balances from new receipts. Use the chapters to follow each step in the recording and refer back to the written instructions.

The switch day

The team imports future bookings from an export or spreadsheet. Each stay enters its matching room and dates.

Opening balances

Imported opening balances need review. An amount reported as paid is not counted as received without a team entry.

Record previous receipts

Generate installments from payment terms and record the earlier receipt with amount, method and date. Review before confirming.

Already settled elsewhere

Use settled in another system and explain the reason when fully paid already. This does not create a new receipt.

Review the list

Return to opening balances to review pending work. The complete list keeps a record of the decision.

Wrap-up

Check your property’s data before carrying out the demonstrated actions. Continue with the related guides below to review the previous and next parts of the workflow.