The Payment Received report is designed to search all your payment records depending on the filters you choose. These payments are made on bookings, invoices, a customer, company, channel or agent. Operation Filters Report Options Search Fields Exporting Report Operation To open the Payments Received report, select it from the Finance submenu. See example below […]
Category: Setup & General Admin
This section will go through areas of the system that you would not access on a daily basis but may to configure from time to time.
Account Plan(3)
The Basics(10)
Staff & User Log in's(3)
Room Details(11)
Extras(8)
Default Preferences (Legacy)(9)
Emails(7)
Selling Groups(3)
Customer & Company Database(6)
Agents & Sales Channels(6)
Data Import(3)
Credit Card Fee
View video instructions For website bookings, you can now automatically add a fee for credit card transactions. Instructions: 1. Select Manage Property in iBex (under Property heading in your menu). 2. From Manage Property screen, scroll down to the Credit Card Fee section as shown below. Enter the percentage surcharge you are going to add for cards. Also, […]
Google Analytics
iBex FBS & Google Analytics Integration Prerequisites Register with Google Analytics Create a Google Analytics tracking project and note down your ID (eg UA-12345689-1) Note down if you’re using Universal or Legacy. Log into iBex and create a new booking screen template (if you don’t have one already) The Legacy Analytics product being phased out […]
Set Up Membership Management (Version 3)
To setup the membership system, you need to select Membership Management from the Users & Clients menu group as shown below: This will then open up the Manage Membership screen: Where you will need to enter the membership ID and your user ID. Both must […]