Invoicees: Difference between revisions

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[[Category:Agents]]
[[Category:Agents]]
[[Category:Invoice]]
[[Category:Invoice]]
  ''This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES. ''
<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->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 8 invoicee templates to insert address, tax number or other information into the invoice template.
*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:invoice_account|view large]]
[[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:invoice_account_1|view large]]
[[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.


Each invoicee can be allowed to access their own rates or daily 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 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.
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.
2) In the Daily Price or Fixed Price, add this Agent Code to the setting on the Channels section.
 
3) 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 rates which match this Invoicee.
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:invoice_account_2|view large]]
[[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?p== Assign invoice items either to the guest or an invoicee==
http://beds24.com/booking2.php?propid=13437&invoicee=3
ropid=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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== 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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For invoice numbers use the template variable [INVOICENUMBERS]
For invoice numbers use the template variable [INVOICENUMBERS]


==Dashboard ==
=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.
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