Applies to User Plans: |
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It is assumed that you have logged into the iBex system.
To raise a new miscellaneous sale item, click on the Add Sale Item button in the top part of the Invoice Transactions screenand the screen as per the example below will be displayed.
Step |
Action |
1 |
Fill in the fields as appropriate: Qty – the number of this item From – The date that this misc transaction applies to – optional e.g. Jet Boat ride on 20 Dec. Period – The number of days this transaction applies to – optional e.g. 3 days hire. Rate – The rate that applies to this transaction. The total will equal the Rate x Qty x Days (if days are entered). Type – Default is debit which represents a normal transaction. The other option is Credit and this means a refund on the booking which might need to be added if the Jet Boat ride is cancelled. Details - The text that is entered into the invoice. Comments – Non printable comments you may wish to keep about this transaction. If a comment is entered then this displays as a Y in the Cmnts field of the previous screen.
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2 |
Click Save to commit this transaction and it will now appear as a new item in the Misc Sales Details section of the Booking Transaction screen. |