Payments & Invoicing

Scheduled Invoices
Create a regular scheduled invoice You would create a regular periodic invoice for a long term stay where it would be impractical to wait until checkout...
Fri, 26 Jun, 2020 at 1:05 PM
Add Sales Item
This iBex feature allows the user to easily add Extra item(s) to an invoice. In the past an Extra had to be assigned to a booking using the Extras tab. Thi...
Fri, 8 Mar, 2019 at 3:22 PM
Invoice Payments
If a payment has already been added to a booking, you can transfer the payment item to the invoice at creation stage by selecting that item to be added to t...
Fri, 10 Jul, 2020 at 2:52 PM
Invoice Journaling
This enhancement will allow you to make changes to the rooms and/or extras of booking even after the items have already been invoiced.  For example, you may...
Fri, 26 Jun, 2020 at 1:05 PM
Amend Invoice Item Description
You can amend the description of any item that you add to an invoice. Please note that you cannot make changes to any items on an invoice that have been...
Fri, 26 Jun, 2020 at 1:05 PM
Reassign Invoice Payment
Please click the gif to enlarge. This is best explained in an example. Invoice 2015 for M Smith below has been canceled and has a payment of $100....
Fri, 26 Jun, 2020 at 1:05 PM
Cancel / Amend Invoice
You can amend the descriptive information about any item on an invoice but you cannot amend any actual item. This is because the core information in the inv...
Fri, 13 Sep, 2019 at 5:07 PM
Find Invoice
There are two ways to retrieve an invoice.  The first is via the booking and the second is via one of the invoice reports (which will include cancelled ...
Fri, 22 Feb, 2019 at 4:22 PM
Debtors Report - Invoice Statement Report
The debtors report is designed to show any/all invoices that have an outstanding balance on them. To open the Debtors report, click on the Debtors menu opti...
Fri, 8 Mar, 2019 at 4:02 PM
Customer / Company Account Transactions
PMS users only - This functionality needs to activated in your account so please contact your support team if you want this functionality. Any customer...
Thu, 15 Feb, 2018 at 11:37 AM