Category: Payments & Invoicing

iBex does not take any payments from your customers but enables you to log any payments that you have taken for their booking allowing you to manage all finance of the booking within the system. If you use a Payment Gateway (for example, DPS, PayPal,etc), you can link it to your iBex account so that payments can […]

When refunding a customer, you must add a negative payment to the booking and not amend or delete a previous payment as your reporting would not then reflect the true monies taken for any given day. Refunding is the same as adding a new payment, it just needs to be a negative amount. Instructions If […]

When you cancel a booking, all values on the booking will change to ‘zero’ so any monies that have already been added to the booking will remain on the booking and show that booking as being in credit. After the booking has been cancelled, you can add a Cancellation fee as an extra. You must […]

Any booking can have multiple payments by simply taking the appropriate payment from each party and adding the individual payments into the booking separately. You can then provide a payment receipt if required. If any customer wants their own invoice for their part of the booking, simply adding separate payments will not work unless each customer […]

PMS users only – This functionality needs to activated in your account so please contact your support team if you want this functionality. Any customer or company that is saved in your iBex database can have an account where you can transfer payments from and to. An example of when you may use the account is when […]

Anyone can amend a payment in a booking at any time however only the Master Login can delete a payment. All payment transactions are logged in the Payment Log in the Reports section in the menu. Instructions Go into the Payments screen. Select the Edit button at the end of the payment line that you […]

When logging a payment in a booking, you select the payment method in which the customer paid by so that you can reconcile your payments for your accounts. You set these in your Account settings. Payment methods can only be set by the Master Login. Instructions Go to Maintain Account details. Scroll down the screen to […]