Invoicees: Difference between revisions
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[[Category:Invoice]] | [[Category:Invoice]] | ||
<div class="heading">Invoicees</div> | <div class="heading">Invoicees</div> | ||
This page is about the menu {#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICEES. | This page is about the menu {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICEES. | ||
__TOC__ | __TOC__ | ||
=Functionality= | =Functionality= | ||
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*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 {#fas:cog}} (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 | *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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== 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 | 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 | 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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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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== 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. | ||