Invoice Settings

Invoice - Payment types

In Settings / Invoice / Payment types menu, we collected what type of payment methods are existent within your SabeeApp account.

2 categories can be defined:

- Default payment types

- Additional payment types

DEFAULT PAYMENT TYPES:

  • these are the options that will appear in the Payment type dropdown field by default when registering a payment manually on the detailed reservation page ( Payment section )  or registering a new payment on the invoice or creating a new payment in the Quick order

  • as visible, the system default payment types do not have the toggle next to them, indicating these can not be adjusted, meaning can not be turned on / off, their order is not modifiable

  • SZÉP kártya payments appear in this list only for Hungarian providers ( if company country = Hungary )

  • SabeePay appears in this list regardless the SabeePay module is turned on or not

 

ADDITIONAL PAYMENT TYPES:

  • all of them are turned off by default, but can be activated and deactivated anytime. Make sure to press SAVE button after changing the status!

  • depending on their activation status, they will be appearing / not appearing as an option in the payment type dropdown when registering a payment manually on the detailed reservation page - Payment section or registering a new payment on the invoice or creating a new payment in the Quick order

    Example: If PayPal payment type is activated in the list, the Payment type dropdown will contain this option as well, besides the system default options. If Iit is deactivated, the PayPal option will no longer be visible in the Payment type dropdown.

  • PayPal and Paystack options are also possible to be activated for the IBE. In case these payment options are activated in the Distribution / IBE / Payments menu, we automatically activate them in this list too. If they are deactivated there, we deactivate them here too. But if these options are activated / deactivated first in the Payment types menu, we do not change their status in the Distribution / IBE / Payments menu. So this is a one way process.


Payment types in the filters:

Depending on what additional payment types you have activated, the Payment type filter in the PMS / Invoices menu and the Payment type filter in the Transaction report lists the selectable options accordingly.

Please note that the above mentioned filters will always contain the default payment types!

The additional payment types will appear in the filters only in case they are either activated ( toggle = green )  or if there are any payments already saved with that certain payment type ( this might also mean that the payment type is already deactivated ).