Common cancellation/amendment procedures and transactions
The below table lists a number of common procedures relating to the cancellation/amendment of existing bookings in Intellibook,
along with the effect of those on the booking's transactions.
For users who have integrated Intellibook with Xero, the column on the right covers the corresponding changes made in Xero in these
scenarios:
Scenario |
Intellibook process & transactions |
Xero |
|
This will mark the booking cancelled, and will also create "Cancellation credit" transactions to cancel out any charges for which payments have not been received.
|
Assuming the total chargeable amount on the booking has decreased, Intellibook will export a credit note to Xero of the difference. 1 |
|
Retained payments (non-refundable deposit etc.):
A new manual
invoice should be raised to match any retained payments, perhaps with
description such as "Deposit held for attendee" and dated on or
prior to the date of payment. |
Assuming the total chargeable amount on the booking has decreased, Intellibook will export a credit note to Xero of the difference. 1 |
|
|
Assuming the total chargeable amount on the booking has decreased, Intellibook will export a credit note to Xero of the difference. 1 |
1 Secondary invoices and credit notes in Xero (for adjustments in a booking's total chargeable amount) will be assigned the
Booking ID in the "Reference" field which means they can be easily matched up to other transactions for the same booking.