Recording Payments and Deposits
Two parallel concepts — payments (rental fees) and deposits (refundable hold for damage). Each has its own action in the rental detail panel.
Record a payment
Use this when a guest pays in cash, by bank transfer, or through any out-of-band method that isn't an automatic Stripe charge.
- In the Rentals tab, expand the rental row.
- Click Record Payment.
- Enter the amount, pick the method (cash, bank transfer, payment link, other), and the status (Completed, Pending, Processing, On hold).
- Pick the currency (USD or MXN if FX is configured for your account; the modal shows both).
- Save. The payment lands in the booking's payment history and the outstanding balance updates immediately.
💡 Payment link flow: pick "Payment link" as the method — the modal generates a copy-able Stripe link you can send by WhatsApp / email / SMS. The booking stays Pending until the guest pays.
Collect a deposit (Stripe card-on-file)
Deposits are different from payments — they're typically authorised, held, and either captured (for damage) or released.
- Expand the rental row → Collect Deposit.
- The deposit panel shows the current status (Verified / Pending / Failed) and whether a card is on file.
- If a card is already on file, click Charge deposit and confirm. Stripe authorises the amount.
- If no card on file, the modal shows the Card on File Collector — share the secure URL with the guest; they enter the card directly on Stripe's hosted form.
Try another card
If a deposit charge fails (declined, expired, fraud rule), the deposit panel shows Try another card. Clicking it generates a fresh Stripe link for the guest.
Charge for damage
Once a unit has been returned and you've logged condition, you can capture all or part of the deposit:
- Open the rental's deposit panel.
- Click Charge for damage.
- Enter the amount and a description.
- Confirm. Stripe captures the authorisation; the rest is released automatically.
Release the deposit
If there's no damage, click Release deposit. The Stripe authorisation expires without a charge.
FX (USD ⇄ MXN)
If your tenant has FX configured (fx_settings), all payment and deposit amounts show in both currencies, with two rates:
- Bank rate — what Stripe will actually settle at
- Customer rate — what you quote the guest
Picking USD or MXN as the booking currency affects which rate is the source of truth; the other is shown for transparency.