Request Deposit with Proforma Invoice

In this video, I’ll show you how to request a deposit for a guest booking.

1. First, log in to your account. Then, navigate to the reservation menu on the left sidebar.
2. Find the guest booking for which you want to request a deposit.
3. Click on the reference number highlighted in blue to open the edit booking screen.
4. Next, go to the "Deposit & Payment" tab and click the "New" button. A modal will pop up.
5. Here, input the deposit type, amount, and other required fields. Once done, click "Save."
6. To issue a proforma invoice for your guest, click the "New" button under the "Proforma Invoice" section, located right under the "Deposit & Payment" section. Another modal will pop up. Enter the payment type, amount, and date to be shown on the proforma invoice. Click "Confirm" when finished.
7. Soraso PMS will automatically create a proforma invoice in PDF format based on your input. Finally, click "Confirm" again on the edit booking screen to save your changes.

And that’s it! That’s how you can request a deposit and issue a proforma invoice for a guest booking.