Record Payments — Modal + Tara | MoonTrip Tutorial
MoonTrip tutorial: record customer payments two ways — through the structured Record Payment modal, or in plain English through Tara. This walkthrough shows both paths against the same workflow. Pick a customer (Harsh), type the amount, allocate any portion to a booking — the rest auto-rolls to a new row, another booking or the customer's advance. Set the mode, reference, bank name, and a note for traceability. Hit Record Payment and watch the list refresh: one receipt against the booking, one auto-applied advance row, Total Received climbs and Pending drops. Then the fast path. Open Tara, type "paid 10k cash to Harsh" — Tara picks the right customer, lays out the parsed receipt with amount, date, mode all editable, and Confirm & Save lands the same outcome in one sentence. Best for MoonTrip users, travel agencies, tour operators, and operations teams who want precision when they need it and speed when they don't. Chapters: 00:00 Payments page overview 00:07 Pick the customer (Harsh, 3 trips with dues) 00:13 Amount, Saving as Advance, Mode picker 00:32 Notes for traceability 00:38 Bump to fifty thousand, allocate to a booking 00:49 Record Payment, list refreshes (55 to 57) 01:10 Fast path — open Tara 01:17 Type "paid 10k cash to Harsh" 01:24 Tara parses the receipt 01:34 Confirm and Save
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