A Quick Start guide on automating your Invoicing and Payments. 

Overview

Invoice & Payment Automation streamlines invoicing and payments for short and long-stay guests, turning them into an automated and reliable process. Properties save time, minimise errors, and maintain predictable cash flow, while guests benefit from timely, professional billing.

This is a Quick Start Guide only. See the Automated Invoicing & Payments Help Centre Article for the full guide.  

If you would like to use Automated Payments without Invoicing, check out RMS Payment Schedules. 

Walkthrough Guide

Click on  Start Guide  below to start the quick guide.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Prerequisites

Module Activation

Before using the Automated Invoice and Payment Module, you must activate it in the Module Market.

1. In the RMS Side Menu.
2. Search for Module Market.
3. Follow the instructions to activate the Automated Invoicing & Payments module HERE.

Security Profiles

Security Profiles govern user access to the features and functions in RMS. 

By default, access to the Automated Invoices and Payments function is removed. 

Click HERE for full instructions on how to give users access to Invoice & Payment Automation. 

RMS Pay for Automated Payment Processing.  

While RMS can automate your Invoicing, you will benefit greatly by using RMS Pay to Automate your Payment Processing. 

To learn more about RMS Pay, contact our Sales Team or activate RMS Pay via the RMS Module Market. 

Guide

Creating an Invoice and Payment Automation is easy. 

Go to the Reservation Account you wish to Automate. 

1. Click on Invoice
2. Select "Automations: Invoice & Payments"
   
    
   Click here for a Visual Guide.  

Reporting

There are several ways to view and manage your automated payments. 

Automated Payments Report

Reports > Management > Financial > Automated Payments Report

The Automated Payments report is an interactive report that allows you to view and Manage Past, Present, and Future Scheduled Payments.  

Clicking on the Blue Underlined numbers (12345) on the report will take you to the related Account (Acc No) or Reservation (Res No). 

Automated Payments Dashboard

The Automated Payments Dashboard is an interactive dashboard used to view and manage your Past, Present, and Future Scheduled Payments.  

You can learn more about the Automated Payments Dashboard HERE