Getting paid: deposits, balances and card payments

One chain from quote to payment

Charter operators and brokers live with fractured cash flow. A booking is confirmed, but the money path is unclear. The deposit is due on Monday—is it due from the client? Has it been allocated to the right invoice? The balance is due before arrival, but it is buried in an email. Payment arrives as a bank transfer, and reconciling it to the booking takes an hour of manual work.

Yachtbase connects every booking to invoices and payments. When you confirm a booking, you define payment milestones: deposit on booking, balance 14 days before arrival. Yachtbase generates invoices for each milestone with due dates and amounts. Send the invoice from your mailbox to the client. The client can pay online by card through your Stripe account, or you can record manual payments (bank transfer, cash) as they arrive. Yachtbase reconciles the payment against the invoice automatically.

Every booking has a payment status: how much is due, how much has been paid, when the next payment is due, and how much is overdue. Your cash flow is clear in real-time. Your clients get a clear, professional invoice with a Pay Now button. No spreadsheets. No surprises.

What you can do now

• Set up your finance profile: Add your company name, VAT number, bank details and invoice numbering scheme. Choose whether you invoice in EUR, USD, GBP or another currency.
• Define payment milestones: When you create a booking, set deposit and balance due dates. Yachtbase calculates the amounts based on the booking price.
• Generate invoices automatically: Invoices are created from the booking data. They include the yacht, dates, client details, pricing, tax and payment terms. No manual entry.
• Send and track: Send the invoice to the client from your mailbox. Yachtbase logs the delivery and reminder sends.
• Accept online card payments: Your clients pay by card directly through your Stripe account. Funds arrive in your bank account. No middleman. No percentage lost to a payment gateway.
• Record manual payments: Bank transfer, cash, or other methods? Record the payment manually. Link it to the invoice. Yachtbase marks the invoice as paid.

Why it matters

Outstanding invoices are the silent killer of business growth. A client owes €3,000 for a charter that was perfect, but they have not paid. You did not invoice on time. You did not follow up. The money is stuck in cash-flow limbo.

Clear invoices, milestone reminders and online payment options get you paid faster. Clients with a Pay Now button are more likely to settle immediately. You spend less time chasing overdue payments. Your cash flow is predictable instead of chaotic.

Available

Available to every workspace on Core, Professional and Enterprise plans. Online card payments require onboarding with Stripe (available in most countries). Professional and Enterprise plans include advanced roles for finance teams.