Skip to content
Atlas Atlas Help

Recording a payment you received on a booking

If a guest pays you directly (cash at the desk, UPI to your number, bank transfer), record it on the booking so your balance, your receipts and your reports stay correct.

Record a payment

Section titled “Record a payment”
  1. Open the booking from Bookings and go to the payment section.
  2. Press Record Payment.
  3. In the box Record Payment, check the Amount. If the guest owes something, Atlas fills in the balance for you.
  4. Choose the Payment Method: UPI, Cash, Card, Net Banking, Bank Transfer, Cheque or Other.
  5. Choose the Type: full, down payment, balance, advance, security deposit or refund. For money going back to the guest, use Issue Refund instead (see below).
  6. Set Date Received to the day the money actually reached you.
  7. Add a Note (optional), for example the UPI reference number.
  8. Press Save Payment. Nothing is recorded until you do.

Atlas shows a preview of the balance that would remain. If you chose UPI, it also shows a UPI QR code the guest can scan.

After saving, a Payment Receipt box opens. Use Copy Receipt and send it to the guest yourself.

If the guest pays more than the amount due, Atlas still records the full amount you enter.

Fix a mistake

Section titled “Fix a mistake”

Each recorded payment appears under Payment Records, where you can edit or delete it. Deleting a payment recalculates the amount received and the balance. The Note on an edit is kept in the audit trail.

Ask the guest to pay the balance online

Section titled “Ask the guest to pay the balance online”

If a balance is due, press Collect balance (payment link). In the box Request payment, check the amount, create the link, then use Copy link or send it on WhatsApp. This needs your Razorpay account to be connected; see Connect Your Razorpay Account.

Bookings from Airbnb, Booking.com and other channels

Section titled “Bookings from Airbnb, Booking.com and other channels”

If the channel collected the money from the guest, Atlas does not show the channel’s commission or taxes as a balance the guest owes. A prepaid channel booking shows no guest balance, apart from extras you add yourself or amounts to be paid at the property.

Refunds

Section titled “Refunds”

For a booking that has received money, Issue Refund asks for the Refund Amount and a reason, then Confirm Refund. If the button is greyed out, the reason is shown next to it.