Operations guide
Payments, internal invoices, and reports
Record collections in the PMS, reconcile internally, then review revenue and occupancy in Reports. Vietnam e-invoicing (HĐĐT) is out of scope today.
Audience: Owners, managers, accountants
StayLedger PMS
How to
- Open Finance → Payments to record cash, transfer, or card against a booking.
- Open payment detail before reverse or refund—reverse cannot be undone.
- Reconciliation marks collections as reviewed (it is not an automatic bank feed).
- PMS invoices are internal / PDF documents—not tax-authority e-invoices.
- Revenue, occupancy, guest analytics, and payment reports live in the Reports hub; export CSV/PDF by permission and plan.
Notes
- STAFF typically cannot see reconciliation or full revenue reports.
- Advanced reports add-on can lock some exports—see Pricing.
This is the public website summary. The full training manual (with shift screenshots) is shared during onboarding.