Bills & payments
How a guest's bill is built, taking and settling payments, connecting Stripe so guests pay online from their My bill page, online refunds and disputes, the invoices, credit notes and receipts DivePilot issues and what they are in your country, discounts, no-show fees, closing the day at the cash-up, exports for your accountant and the payment methods with the notes for your country.
Articles
- 01 Bills How a guest's bill is built from bookings, courses and rentals, what lands on it and when, how prices are fixed on a line, and how to bill one guest to another, move lines, and download a bill as a PDF or send it by email.
- 02 Take payments Record a payment from a bill, the customer page or check-in, give change, refund or void a payment, handle a chargeback after check-out, and settle and close a bill, by hand or automatically.
- 03 Connect Stripe for online payments Connect your dive center's own Stripe account inside DivePilot so guests can pay online, which countries can connect, the fiscal note some countries confirm first, the status card, the Stripe Dashboard, fees and disconnecting.
- 04 Payment links and the My bill page Send a guest a personal link to their bill, what the My bill page shows and lets them pay, how the link works with Bill to and closed bills, how long it lasts, what lands on the bill when they pay, and the settings.
- 05 Online refunds and disputes Refund an online payment to the guest's card from the bill, what Refund pending means, refunds made in the Stripe Dashboard, a refund that fails, and what a dispute does to the bill when it opens, is won or is lost.
- 06 Invoices and credit notes How DivePilot turns a guest's bill into numbered invoices, when an invoice is issued and what it holds, how a credit note corrects an invoiced line, how to invoice a company or correct the buyer, and where to find, download and send every document.
- 07 Receipts Give a guest a numbered receipt for one payment, by hand or automatically for payments taken before the bill is invoiced, and what happens to a receipt when its payment is voided.
- 08 What your documents are in your country Why DivePilot issues tax invoices in some countries, invoices in others and payment confirmations everywhere else, which business details each needs, how a Thai document shows every label in Thai too, and what the official invoice number is for.
- 09 Link the official invoice Where the legal invoice must come from an official or authorised system, issue it there, enter its number on the DivePilot document, find the documents still missing one and give both numbers to your accountant.
- 10 Discounts Give a discount on one line or on a whole bill, set the discount cap and the reasons, give a guest a standing discount, and see how volume discounts work on a bill, season by season.
- 11 No-shows Choose the no-show fee, see what a no-show puts on the bill, waive the fee with a reason, undo a no-show, and what happens when the bill is already closed.
- 12 Cash-up See what a day took and the cash expected in the drawer, count it and close the day, record drawer movements, and read takings by method, staff and day and the discounts by reason for a period.
- 13 Exports for your accountant Download the documents, their lines, the payments and the cash closes of a period as CSV files, and every document PDF of a month as one zip file, with what each column holds.
- 14 Payment methods The built-in payment methods, how to add your own or switch one off, which ones count in the cash drawer, and the notes for Germany, Austria and other countries where recording payments meets fiscal rules.
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