收款與訂金

預約有定價時，可以記錄訂金與尾款；總額以實際收到為準。本文一步一步示範從待收訂金到全額付清。

當一筆預約有定價、或設定了需要訂金，預約裡會多出「收款」區塊，幫你追蹤訂金、尾款與還差多少。營收以實際收到為準。

收款區塊在預約有金額時才會出現；訂金則在這筆預約設定了「需要訂金」時才有。以下畫面以示範個案「王美玲（範例）」操作。

第一部分：找到待收的預約

1. 到「安排 → 預約」，需要收訂金的預約會標示「待收訂金」。點開它。

!預約列表上的待收訂金標示

2. 預約裡的「收款」區塊會顯示訂金、尾款的預計金額，以及總額與尚缺金額。

!收款區塊：訂金、尾款、總額、尚缺

第二部分：登記訂金

3. 點「標記已收訂」，填入實際收到的金額（可一併記轉帳末五碼、收款日期），點右上角「確認收款」。

!收訂金視窗，填入實際收到金額

4. 訂金登記後，狀態會變成待收尾款，已收金額也會更新。

!訂金登記後的收款狀態

第三部分：登記尾款 / 全額

5. 個案付清時，點「標記已全額收款」，填入實際收到的尾款，點「確認收款」。

!收尾款視窗

6. 全部收齊後會顯示「已付清」，共收金額即為這筆預約的營收。

!已付清的收款狀態

注意事項

金額以實際收到為準：實收會更新這筆預約的總金額，營收以實收計算。 若要對外收訂金、讓個案線上回報轉帳，請在 設定公開預約頁 的「訂金」設定。

Payments & deposits

When a booking has a price, record the deposit and balance; the total follows what you actually received. This page walks through it from deposit-due to fully paid.

When a booking has a price — or is set to require a deposit — a "Payment" section appears in it, tracking the deposit, the balance, and how much is still due. Revenue follows what you actually received.

The payment section appears only when the booking has an amount; the deposit only when that booking is set to require one. The screens below use the demo client "王美玲（範例）".

Part 1: Find the booking that's due

1. Go to "Schedule → Bookings"; a booking needing a deposit is tagged "Deposit due". Open it.

!The Deposit due tag in the bookings list

2. The "Payment" section in the booking shows the expected deposit and balance, plus the total and how much is still owed.

!Payment section: deposit, balance, total, owed

Part 2: Record the deposit

3. Tap "Mark deposit received", enter the amount actually received (you can also note the last five transfer digits and the date), then tap "Confirm payment" at the top right.

!Deposit sheet, enter the amount received

4. Once the deposit is recorded, the status changes to balance-due and the received amount updates.

!Payment status after the deposit is recorded

Part 3: Record the balance / full amount

5. When the client pays in full, tap "Mark fully paid", enter the balance received, and tap "Confirm payment".

!Balance sheet

6. Once everything is collected it shows "Paid in full", and the total received is this booking's revenue.

!Paid-in-full payment status

Notes

Amounts follow what you actually received: the received amount updates the booking's total, and revenue is counted from it. To collect deposits publicly and let clients report their transfer online, set it up under "Deposit" in Set up your public booking page.