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This guide helps you create invoices, configure rate codes, manage contracts, and maintain customer accounts in the FBO module.
Who should read this: FBO managers, accounting staff, and billing coordinators.Prerequisites: The FBO module must be enabled. At least one customer account should exist for invoicing.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do not see the FBO section in the sidebar.

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Create an Invoice

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Step 1: Select a customer
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From FBO > Invoices, choose New Invoice. Select the customer account to bill.
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Step 2: Add line items
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Include charges for bookings, POS orders, or manual line items.
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Step 3: Set dates
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Confirm the Issue Date and set a Due Date for payment.
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Step 4: Save the invoice
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The invoice is created in pending status. If you want to send it, update the status to sent.
For the full list of invoice statuses and their transitions, see FBO Statuses.

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Track overdue invoices

If you want to find unpaid invoices past their due date, filter the Invoices list by Overdue status.

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Add a Rate Code

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Step 1: Open the rates page
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Navigate to FBO > Rates and choose Add Rate.
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Step 2: Define the rate
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Enter a descriptive Name (e.g., “Large Hangar — Monthly”), select the Rate Type (daily, weekly, monthly, seasonal, transient), and set the Base Rate in USD.
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Step 3: Set volume discounts (optional)
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If you want to offer reduced pricing for longer stays, set the Weekly Rate and Monthly Rate fields.
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Step 4: Save
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The rate code is created as Active by default.

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Create a Contract

For detailed contract management including billing frequencies, auto-renewal, and lifecycle handling, see Manage FBO Contracts.
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Step 1: Open the contracts page
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Navigate to FBO > Contracts and choose New Contract.
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Step 2: Enter contract details
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Set the Name (e.g., “N12345 Annual Hangar Lease”), select the Guest, and define the Start Date, End Date, and Total Amount.
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Step 3: Add terms (optional)
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Include any terms, conditions, or internal notes.
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Step 4: Save
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The contract is created in draft status. Activate it once both parties have agreed to the terms.

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Review Transactions

Navigate to FBO > Transactions to see all financial activity. If you need to correct a balance or account, create a manual adjustment transaction.
For transaction types, statuses, and payment method definitions, see FBO Statuses.

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Add a Customer Account

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Step 1: Open the customers page
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Navigate to FBO > Customers and choose Add Customer.
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Step 2: Enter customer details
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Provide the customer’s First Name, Last Name, and/or Organization Name, along with Email and Phone.
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Step 3: Save
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The customer account is now available for POS orders, contracts, and invoicing. If the customer uses House Account as a payment method, charges accumulate and are settled through invoicing.

FBO Point of Sale Reference

Complete field reference for orders, products, rate codes, and transactions.

FBO Statuses

Invoice statuses, contract statuses, and transaction statuses.

Use the FBO Point of Sale

Process orders, manage products, and operate tills.

Manage FBO Bookings

Create and manage bookings that generate billing activity.
Last modified on April 11, 2026