Import invoices for owners

Importing owners' invoices can be useful if you have a lot of open owners' invoices in your old booking system and want to process these invoices in Booking Experts.

Go to the Finance module, and then in the Invoices overview, go to the Concept tab . At the bottom of your screen, click the ‘Import’ button.

  • Download the CSV file in UTF-8 format, and fill this file with the relevant invoice item information. By using this template file, you ensure that the import will go smoothly.

  • Save the filled out file, and upload it again through the same 'Import' button.

You need to enter the owner’s debtor codes as registered in BEX PMS, to match the imported invoice to the correct owner. You can find the debtor code for an individual owner in their owner page, or list all debtor codes by making an export of owners from the owner index page.

Splitting or aggregating invoices in the import file

If you enter the same invoice number and debtor code for different invoice items in the import file, the system will automatically create one invoice containing both items.

Similarly, you can split invoices to be imported by entering different invoice numbers into the import file for the different invoice items.

If you do not enter any invoice number, BEX PMS will create a new invoice number.