This update reflects the true purpose of this area, where users configure invoicing, currencies, taxes & fees, and payment options. Nothing in the workflow has changed; only the label.
This update is live as of November 20, 2025. No action is required from properties.
A Clearer Settings Menu
The only change in this update is the menu label inside Settings:
- Payments → Finance (Settings Menu only)
- The update is visual only; all options and workflows remain the same.
- The Payments Portal continues to be listed as “Payments” in the Main menu.
Where to Find Finance Now
Account → Settings → Payments
Account → Settings → Finance
Why this change?
Many users clicked on Payments in the Settings Menu expecting to open the Cloudbeds Payments Portal. Instead, they landed on the configuration area where they manage invoices, taxes, currencies, and other financial settings.
- CB Pay users looking for their Payments Portal.
- Users who simply wanted to configure invoices, taxes, currencies, or other financial-related settings.
Renaming the menu item to Finance makes the purpose of this section clearer and helps users find the right area faster, whether they are configuring financial settings or accessing the Payments Portal.
What stays the same?
- All settings under the renamed menu (now Finance) remain unchanged.
- No permissions, user roles, or existing workflows are affected by this update.
- The Payments Portal accessed through the Main menu
→ Payments
remains unchanged.
Frequently Asked Questions
No. The update is visual only. All configuration options remain exactly the same.
No. The Payments Portal used by CB Pay properties remains untouched and still appears as Payments in the main navigation.
This update resolves that confusion. The Settings area is now labeled Finance to clearly separate configuration tasks from the Payments Portal used for processing and viewing transactions.
No action is required. The update will appear automatically as of November 20, 2025.
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