17,539
edits
Changes
Jump to navigation
Jump to search
21) Under 'Charges and payments ' you will allow charges to be assigned able to guest or assign charges a different invoicee.
3) The invoice tab will allow assigning To assign charges to an invoice number invoicee you have to each invoicee in the invoice and printing the invoices separatelyfirst add a charge.
Once an invoice item is created it can not be changed to another invoicee. If required add 3) In the charge again with the new invoicee Rate or Daily Price, disable Beds24 direct bookings and remove enable Agent bookings on the original chargechannels tick boxes.
To 4) When adding a new booking via the add a payment from booking wizard, select an invoicee a charge needs to Invoicee and click Calculate Room Price. The price will be added firstcalculated including Agent rates which match this Invoicee.
=For invoice numbers use the template variable [INVOICENUMBERS] =Dashboard ==
== Reports==
no edit summary
[[Category:Agents]]
[[Category:Invoice]]
<div class="heading">Invoicees</div> ''This page is about the menu {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICEES.'
__TOC__
=Functionality=
By default every booking (or group booking) has one invoice. This function allows you to assign some or all of the invoice items to a specific invoicee or create multiple invoices per booking.
For example:
*Agents make bookings and pay for accommodation and guests pay for any extra items
*Companies making bookings and pay for bookings for employees
*To issue a second invoice with a new invoice number i.E. for a refund
*Guests making multiple and or repeat bookings.
*To manage bookings in multiple currencies.
=How it works:=== 1. Create invoicees==
*Give the invoicee a name.
*Set "Enabled"= "Yes" or "Yes with booking page"
*You can assign one of the invoice templates you have set up in {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING to be used for this invoicee.
*A code is optional for example if you need this for an accounting system.
*You can set up four 8 invoicee templates to insert address, tax number or other information into the invoice template.
If you use sub accounts you can choose to make invoicees available in sub accounts. == 2Delete invoicees==For technical reasons an invoicee cannot be deleted. However, you can set "Enabled" = "No" which has the same effect. == Assign invoice items either to the guest or an invoicee==
After you have created one or more invoicees:
[[Image:invoice_accountl.png|500px|link=]]
[[Media:invoice_accountinvoice_accountl.png|view large]] If you remove the invoicee the charge will be set back to the guest. [[Image:invoice_account_1l.png|500px|link=]][[Media:invoice_account_1l.png|view large]] 2) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately. == Special prices for an invoicee ==Each invoicee can be allowed to access their own rates or daily prices. The invoicee is connected to a rate or daily price by a agent code, this can be a code word of your choice. 1) In the Invoicee > Code setting, enter one or more agent codes separated by spaces. 2) In the Rate or Daily Price, add this Agent Code to the setting on the Channels section.
== Manually added bookings ==
After you have added invoicees you can choose to assign the charges to them instead of the guest.
[[Image:invoice_account_1linvoice_account_2l.png|500px|link=]][[Media:invoice_account_1invoice_account_2l.png|view large]]
== Online bookings ==
An example link to your booking page could be in this format
http://www.beds24.com/booking2.php?propid=13437&invoicee=3
When a guest clicks this link, the charges will automatically assign to invoicee 3.
== Channel bookings ==
If you need a different invoice template for the bookings from a certain channel enter the ID number of the invoicee in the channel manager settings for the channel so all incoming bookings from the channel will be assigned to this invoicee (note that this does not change existing bookings).
You can specify the Invoicee for Hotel collect and Channel collect separately by adding a H or C in front of the number.
For example: if you want Invoicee 1234 to only apply to Channel collect bookings, specify it like this: C1234
== Invoices ==
In {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING you can set up three invoice templates. The template variables representing invoicee are:
[INVOICEACCOUNTNAME]
[INVOICEACCOUNTTEMPLATE4]
Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.
The "Invoicees" filter allows you to generate custom reports for specific invoicees.
