Difference between revisions of "Invoicees"
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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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| + | == 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== | == Assign invoice items either to the guest or an invoicee== | ||
Revision as of 21:33, 31 January 2019
This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES.
Contents
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.
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 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 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.
2 Delete invoicees
For technical reasons an invoicee cannot be deleted. However, you can set "Enabled" = "No" which has the same effect.
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.
If you remove the invoicee the charge will be set back to the guest.
2) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately.
4 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.
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.
5 Manually added bookings
After you have added invoicees you can choose to assign the charges to them instead of the guest.
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://www.beds24.com/booking2.php?p== Assign invoice items either to the guest or an invoicee== ropid=13437&invoicee=3
When a guest clicks this link, the charges will automatically assign to invoicee 3.
7 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]
8 Dashboard
Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.
9 Reports
The "Invoicees" filter allows you to generate custom reports for specific invoicees.
