Record a customer’s instruction to proceed or a payment received against an issued pro-forma.

Steps

  1. Open Front Desk → Pro-forma, select the issued offer, and review its current version, guest, amount due, and validity.
  2. To record the guest’s instruction, choose Record commitment. Enter Accepted by, choose Commitment channel, add Evidence note, then choose Confirm commitment.
  3. To record a received payment, choose Record payment and enter the amount in the displayed currency.
  4. Under Payment method, select Cash, POS, or Bank transfer. Enter Transaction reference (optional) when available, then choose Record payment.
  5. Check the updated payment status, remaining balance, and Audit trail. Open the resulting reservation or service booking when conversion succeeds.
  6. If conversion needs attention, review its exception before repeating a payment or creating another booking. An expired offer needs current availability to be checked again.

Recording commitment and recording payment are separate actions. Check the resulting booking and payment status after each action.