Invoicees: Difference between revisions
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[[Category:Agents]] | [[Category:Agents]] | ||
[[Category:Invoice]] | [[Category:Invoice]] | ||
<div class="heading">Invoicees</div> | |||
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 manage bookings in multiple currencies. | *To manage bookings in multiple currencies. | ||
How it works | =How it works= | ||
== Create invoicees== | == 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 | *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 | *You can have up to 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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[[Image:invoice_accountl.png|500px|link=]] | [[Image:invoice_accountl.png|500px|link=]] | ||
[[Media: | [[Media:invoice_accountl.png|view large]] | ||
If you remove the invoicee the charge will be set back to the guest. | If you remove the invoicee the charge will be set back to the guest. | ||
[[Image:invoice_account_1l.png|500px|link=]] | [[Image:invoice_account_1l.png|500px|link=]] | ||
[[Media: | [[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. | ||
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== Special prices for an invoicee == | == 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. | |||
The invoicee is connected to a | |||
1) In the Invoicee > Code setting, enter one or more agent codes separated by spaces. | 1) In the Invoicee > Code setting, enter one or more agent codes separated by spaces. | ||
2) In the | 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 == | ||
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[[Image:invoice_account_2l.png|500px|link=]] | [[Image:invoice_account_2l.png|500px|link=]] | ||
[[Media: | [[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:// | 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. | ||
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You can specify the Invoicee for Hotel collect and Channel collect separately by adding a H or C in front of the number. | 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 | For example: if you want Invoicee 1234 to only apply to Channel collect bookings, specify it like this: C1234 | ||
== Invoices == | == Invoices == | ||
In SETTINGS | 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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For invoice numbers use the template variable [INVOICENUMBERS] | 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= | |||
The "Invoicees" filter allows you to generate custom reports for specific invoicees. | The "Invoicees" filter allows you to generate custom reports for specific invoicees. | ||