Difference between revisions of "Invoicees"

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[[Category:Agents]]
 
[[Category:Agents]]
 
[[Category:Invoice]]
 
[[Category:Invoice]]
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  ''This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES. ''
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<div class="heading">Invoicees</div>
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  This page is about the menu {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > INVOICEES.  
 
__TOC__
 
__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.
 
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:
 
For example:
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*To issue a second invoice with a new invoice number i.E. for a refund
 
*To issue a second invoice with a new invoice number i.E. for a refund
 
*Guests making multiple and or repeat bookings.
 
*Guests making multiple and or repeat bookings.
 +
*To manage bookings in multiple currencies.
  
−
How it works:
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=How it works=
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== 1. Create invoicees==
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== Create invoicees==
 
*Give the invoicee a name.  
 
*Give the invoicee a name.  
 
*Set "Enabled"= "Yes" or "Yes with booking page"
 
*Set "Enabled"= "Yes" or "Yes with booking page"
−
*You can assign one of the invoice templates you have set up in SETTINGS->GUEST MANAGEMENT->INVOICING to be used for this invoicee.  
+
*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.  
 
*A code is optional for example if you need this for an accounting system.  
−
*You can set up four invoicee templates to insert address, tax number or other information into the invoice template.
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*You can have upto 8 invoicee templates fields 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.
 
If you use sub accounts you can choose to make invoicees available in sub accounts.
  
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== 2. Assign invoice items either to the guest or an invoicee==
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== Delete 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:
 
After you have created one or more invoicees:
  
−
1) Under 'Charges and payments' you will be able to assign charges to the guest or a different invoicee.
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1) Under 'Charges and payments' you will be able to assign charges a different invoicee.
  
−
To assign charges to an invoicee you have to first add a charge. Use the drop-down menu on the left or write directly into the box. Then use the drop-down menu on the right to select your invoicee. Then click the blue button with the plus sign.
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To assign charges to an invoicee you have to first add a charge.  
  
 
[[Image:invoice_accountl.png|500px|link=]]
 
[[Image:invoice_accountl.png|500px|link=]]
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[[Media:invoice_account|view large]]
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[[Media:invoice_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.
 
2) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately.
  
−
Once an invoice item is created it can not be changed to another invoicee. If required add the charge again with the new invoicee and remove the original charge.
+
 
 +
== Special prices for an invoicee ==
 +
Each invoicee can be allowed to access their own prices.
 +
 
 +
The invoicee is connected to a Daily Price or Fixed 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 Daily Price or Fixed Price, add this Agent Code to the setting on the Channels section.
 +
 
 +
3) In the Daily Price or Fixed Price, disable Beds24 direct bookings and enable Agent bookings on the channels tick boxes.
 +
 
 +
4) When adding a new booking via the add booking wizard, select an Invoicee and click Calculate Room Price. The price will be calculated including Agent price which match this Invoicee.
  
 
== Manually added bookings ==
 
== Manually added bookings ==
 
After you have added invoicees you can choose to assign the charges to them instead of the guest.
 
After you have added invoicees you can choose to assign the charges to them instead of the guest.
  
−
[[Image:invoice_account_1l.png|500px|link=]]
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[[Image:invoice_account_2l.png|500px|link=]]
−
[[Media:invoice_account_1|view large]]
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[[Media:invoice_account_2l.png|view large]]
  
 
== Online bookings ==
 
== Online bookings ==
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An example link to your booking page could be in this format  
 
An example link to your booking page could be in this format  
  
−
http://www.beds24.com/booking2.php?propid=13437&invoicee=3
+
http://beds24.com/booking2.php?propid=13437&invoicee=3
  
 
When a guest clicks this link,  the charges will automatically assign to 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 ==
 
== Invoices ==
−
In SETTINGS->GUEST MANAGEMENT->INVOICING you can set up three invoice templates. The template variables representing invoicee are:  
+
In {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > INVOICING you can set up three invoice templates. The template variables representing invoicee are:  
  
 
[INVOICEACCOUNTNAME]  
 
[INVOICEACCOUNTNAME]  
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[INVOICEACCOUNTTEMPLATE4]
 
[INVOICEACCOUNTTEMPLATE4]
  
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==Dashboard ==
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For invoice numbers use the template variable [INVOICENUMBERS]
 +
 
 +
=Dashboard =
 
Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.  
 
Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.  
  
−
== Reports==
+
= Reports=
 
The "Invoicees" filter allows you to generate custom reports for specific invoicees.
 
The "Invoicees" filter allows you to generate custom reports for specific invoicees.

Latest revision as of 23:34, 8 January 2024

Invoicees
This page is about the menu  (SETTINGS)  GUEST MANAGEMENT > INVOICEES.

1 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.

2 How it works

2.1 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 (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 have upto 8 invoicee templates fields 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.

2.2 Delete invoicees

For technical reasons an invoicee cannot be deleted. However, you can set "Enabled" = "No" which has the same effect.

2.3 Assign invoice items either to the guest or an invoicee

After you have created one or more invoicees:

1) Under 'Charges and payments' you will be able to assign charges a different invoicee.

To assign charges to an invoicee you have to first add a charge.

Invoice accountl.png view large

If you remove the invoicee the charge will be set back to the guest.

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.


2.4 Special prices for an invoicee

Each invoicee can be allowed to access their own prices.

The invoicee is connected to a Daily Price or Fixed 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 Daily Price or Fixed Price, add this Agent Code to the setting on the Channels section.

3) In the Daily Price or Fixed Price, disable Beds24 direct bookings and enable Agent bookings on the channels tick boxes.

4) When adding a new booking via the add booking wizard, select an Invoicee and click Calculate Room Price. The price will be calculated including Agent price which match this Invoicee.

2.5 Manually added bookings

After you have added invoicees you can choose to assign the charges to them instead of the guest.

Invoice account 2l.png view large

2.6 Online bookings

You can create a booking link for invoicees by adding the invoicee ID to the URL of your booking page. To use this function set "Enabled"= "Yes with booking page"

An example link to your booking page could be in this format

http://beds24.com/booking2.php?propid=13437&invoicee=3

When a guest clicks this link, the charges will automatically assign to invoicee 3.

2.7 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

2.8 Invoices

In (SETTINGS) GUEST MANAGEMENT > INVOICING you can set up three invoice templates. The template variables representing invoicee are:

[INVOICEACCOUNTNAME]

[INVOICEACCOUNTCODE]

[INVOICEACCOUNTTEMPLATE1]

[INVOICEACCOUNTTEMPLATE2]

[INVOICEACCOUNTTEMPLATE3]

[INVOICEACCOUNTTEMPLATE4]

For invoice numbers use the template variable [INVOICENUMBERS]

3 Dashboard

Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.

4 Reports

The "Invoicees" filter allows you to generate custom reports for specific invoicees.

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