Envibe: Bookings Configuration Cheat Sheet

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• Envibe: How to raise a monthly pending invoice in Bookings

  Question What is the workflow to raise a pending monthly invoice in Bookings? Answer Certain configuration settings in Envibe can produce an automatic raising of pending invoices. These may be certain scheduled such as the Start of Month or End of ...

• Envibe: How to create a Resource for Bookings

  Question How can I set up a new resource for Bookings Answer A Resource is also an area, piece of equipment or person that can be booked by a customer. However, unlike Features, Resources are internally facing and will surface in the internal Booking ...

• Envibe: How to configure Invoicing for Bookings

  Question What are the steps to configure invoicing for Bookings? Answer Invoice configuration consists of the following steps: 1. Payment Contacts 2. Invoice Types 1. Payment Contacts Payment contracts specify payment terms that can be displayed on ...

• Envibe: How to set up Deposits for Bookings

  Question How can I set up deposits to be charged on some bookings. Answer Booking Deposits are a first instalment of the full amount that can be raised automatically by Envibe and collected upfront when the booking is raised. Once a booking deposit ...

• Envibe: How to confirm Reserved Bookings

  Question How do I confirm a reserved booking? Answer When a booking has a status of Reserved, the allocation will be present on the Confirm list to prompt the Envibe user to finalise and confirm the booking. Example Confirm Workflow Each Monday, the ...