Customer payments
Create invoices and record manual payments
Use reservation invoice actions deliberately and keep offline payment records accurate.
Invoice actions
The reservation detail can create an invoice, email an invoice, or combine confirmation with invoice sending when those actions are available. Invoice records include due and payment state.
- Verify customer and amount
Check recipient, package, dates, discounts, deposit/full rule, and total.
- Create or send intentionally
Use an email action only when the reservation is ready for customer communication.
- Record offline money
If cash, transfer, or another offline method is accepted, record the manual payment against the correct invoice.
- Recheck delivery gate
If payment is required before delivery, confirm the invoice now satisfies the configured rule.
Card data
Card entry and processing occur in Stripe’s supported flow. ToteRentalSuite does not store raw card details, and operators should never copy card numbers into notes or communications.