Payments & Invoices

Track pilgrim payments, create invoices and payment plans.

Ziyara keeps every payment tied to a pilgrim and a group, so you always know who has paid and how much is outstanding.

Recording payments

  1. Open Payments from the sidebar, or open a pilgrim.
  2. Record a payment with the amount, date, method and currency.
  3. The pilgrim's balance updates automatically.

Basic payment tracking is available on every plan, including the free trial.

Invoices (Professional)

On the Professional plan you can create invoices for pilgrims and download them as PDF, complete with your agency logo. Draft invoices are clearly marked until finalized.

Payment plans (Professional)

Set up installment plans so pilgrims pay in stages. Ziyara tracks each installment and shows what is due and when.

Outstanding balances

The finance views highlight pilgrims with unpaid amounts, so you can follow up before departure.

Documents

Generate PDF receipts and contracts for your pilgrims. During the free trial these PDFs are watermarked; on paid plans they are clean and ready to send.

Next steps

Currency, refunds and installment dates

Choose the currency the money was actually received in. Package balances convert payments into the package currency. A linked invoice counts payments only in its own currency. A refund is a separate negative payment; it reduces the paid balance and reopens the invoice when applicable.

Monthly installments keep the selected day where possible, or use the month's final day: 31 January → 28 February → 31 March. Remainder cents go into the final installment so the schedule adds up exactly. An installment due today is still payable today.

See Financial Dashboard & Currencies for conversions, unavailable rates and report periods.

Related guides

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