Navigating to a Booking Record

You can access the Booking Summary Page through either of the following methods:

Option A: From Manage Plots (Non-Interactive)

1. Navigate to Plots Management > Manage Plots.
2. Use the filters to find your desired plot or flat.
3. In the Status column, click on “View Booking”.
4. This will redirect you to the Booking Summary Page.

Option B: From Interactive Digital Layouts

1. Go to Sales Desk & PoS > Sales Desk - Projects.
2. Select the desired project.
3. You’ll be redirected to the Back Office Interactive Layout.
4. Click on the preferred Block or Flat.
5. A Booking ID will be displayed—click on it to open the Booking Summary Page.

Viewing and Updating Payment Records

In the Booking Summary Page, you will find a table labeled Payment History. This section allows you to manage all payment-related transactions for the selected booking:

• + Add Transaction: Add a new payment made by the customer.
• Edit Icon: Modify or delete an existing transaction.
• View Receipt: Generate and view a receipt for the selected transaction.

You can convert an installment record into a payment transaction.

To do this:

1. Navigate to the Installments section.
2. Click the Edit icon on the desired installment record.
3. If the installment is due, you will see a button labeled "Mark as Paid and Receive Payment".
4. Click this button to convert the installment into a payment transaction.

Viewing and Downloading All Customer Payments

To access a complete list of all customer payments:

1. Navigate to Bookings Management > Booking Transactions from the sidebar.
2. Use filters to search or refine the payment records.
3. To export the data, click “Download Excel Report”.