Recording Payments

Once an invoice exists for a trip, you can record payments against it to track what your client has paid and what remains outstanding. Payments are managed from the Payment Schedule card on the invoice detail page.

Adding a Payment

Open the invoice from the trip's Invoices tab and scroll to the Payment Schedule section. Click Add Payment to create a new payment row. Each payment starts with a status of Pending and an amount of $0 — click the edit icon to fill in the details.

Payment Fields

Each payment row tracks:

Field	Description
Status	Pending, Paid, or Overdue
Due Date	When the payment is expected
Notes	Free-text label (e.g. "Deposit", "Final payment")
Amount	Dollar amount for this payment

Splitting into Multiple Payments

Use the Split Payments button to automatically create a payment schedule. Configure:

• Number of payments — how many installments (2-12)
• Start date — when the first payment is due
• Interval — days between each payment (default 30)

JourneyFuse divides the remaining invoice balance evenly and handles rounding so the amounts add up exactly. Each payment is labeled "Payment 1 of N", "Payment 2 of N", etc.

Marking a Payment as Paid

Click the green checkmark icon on any pending payment to mark it as paid. This:

• Sets the payment status to Paid
• Records today as the paid date
• Automatically updates the invoice status (e.g. from Sent to Partially Paid, or to Paid if the full balance is covered)

Editing a Payment

Click the pencil icon to edit any payment inline. You can change the amount, due date, notes, status, payment type and payment method. Press the checkmark to save or the X to cancel. The same fields are available from the trip's Payments tab, which opens the payment in a dialog instead.

Payment method is editable after the fact, so a payment recorded before you knew how it was tendered (or recorded under the wrong method) can be corrected at any time. Clearing the method back to blank is allowed too.

Some payment types are set by JourneyFuse rather than chosen: Invoice Payment for anything recorded through Record Payment, Card Authorization for an automatic card charge, and a few others created by the confirmation importer. Those appear in the Payment Type list marked set by JourneyFuse and cannot be assigned by hand, but you can still relabel the row as a Deposit, Installment, Balance or Final Payment if that suits your schedule better.

Deleting a Payment

Click the trash icon to remove a payment. A confirmation dialog will appear before the payment is deleted. The invoice status recalculates automatically after deletion.

Payment Totals

The footer row of the payment schedule shows:

• Payments Total — sum of all payment amounts
• Invoice Total — sum of all invoice line items

The total is color-coded: green when payments match the invoice total, yellow when payments are less, and red when payments exceed the invoice total.

When the two do not match, the footer also tells you what would square them up, naming the row and the exact amount, for example "Schedule is $220.00 over the invoice total. Set the final payment to $1,811.61?" Click Fix to apply it. Only that one row changes, and only ever a row that is still pending, so money you have already collected is never rewritten.

If the schedule is off but no fix is offered, it is because there is no pending row left to absorb the difference. On a fully paid invoice that reads red, the schedule is telling you more money arrived than the invoice asked for, which is worth looking into rather than smoothing over.

Recording Credits, Vouchers and Gift Cards

Not every payment is money arriving in your account. A Future Cruise Credit, a NextCruise or CruiseNext certificate, a supplier voucher, or a gift card all reduce what your client still owes, and they are recorded the same way as any other payment: Record Payment, then pick the matching Payment Method.

Method	Use it for
Travel Credit	Future Cruise Credit, NextCruise, CruiseNext, supplier vouchers and certificates
Gift Card	Gift cards applied toward the balance

Record these as payments rather than discounting the line item. The line item stays at the full fare, which keeps your commission base correct, and the credit shows on the client's invoice as a separate entry reducing the amount due.

Put a short description in What this payment is for (for example "Future Cruise Credit"). Your client sees that text on their invoice and portal, so it tells them exactly what the credit was.

Adding a credit to an invoice that already has a full payment schedule leaves the schedule adding up to more than the invoice, and the Payments Total in the footer turns red. The footer names the correction and offers a Fix link that applies it. Your client's view already accounts for the credit either way, so their final payment shows the reduced figure whether or not you square up the schedule.

Onboard Credit Is Something Different

Onboard Credit (the OBC field on a cruise booking) is spending money for use aboard the ship. It does not reduce what your client pays you, so it lives on the booking rather than the invoice, and it appears on the trip overview instead of the payment schedule. Do not record OBC as a payment.

Assigning Payments to Travelers

When a trip has multiple travelers with split shares, payments can be assigned to specific travelers. This reduces that traveler's individual balance in the Traveler Shares table. All payment types work with traveler assignment — manual payments, card authorizations, checks, and more.

Related

• Invoices — creating and managing invoices
• Split Payments & Traveler Shares — dividing invoices among travelers