Invoicees: Difference between revisions
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*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 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 templates to insert address, taxt number or other information into the invoice template auf Email templates. | *You can set up four invoicee templates to insert address, taxt number or other information into the invoice template auf Email templates. | ||
== 2. Assign invoice items either to the guest == | == 2. Assign invoice items either to the guest == | ||
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When a guest clicks this link, the text "Superagent" will be recorded and for bookings made from this URL the charges will automatically assign to the invoicee. | When a guest clicks this link, the text "Superagent" will be recorded and for bookings made from this URL the charges will automatically assign to the invoicee. | ||
== | == Invoices == | ||
In SETTINGS->GUEST MANAGEMENT->INVOICING you can set up three invoice templates. The template variables representing invoicee are: | In SETTINGS->GUEST MANAGEMENT->INVOICING you can set up three invoice templates. The template variables representing invoicee are: | ||
Revision as of 17:35, 2 March 2017
This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES.
Invoice charges and payments can be assigned to specific invoicees. This allows a separate invoice to be generated for each invoicee. invoicees can be used where different invoices are required for different parties. For example:
- Agents making bookings and pay for bookings on behalf of customers
- Companies making bookings and pay for bookings for employees
How it works:
1. Create invoicees for agents or companies
- Give the invoicee a name.
- 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 four invoicee templates to insert address, taxt number or other information into the invoice template auf Email templates.
2. Assign invoice items either to the guest
After you have created one or more invoicees you can:
1) Add booking will have a selector to select an invoicee for the booking.
2) Charges and payments will allow charges to be assigned to guest or a different invoicee.
3) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately.
Manually added bookings
After you have added invoicees you can choose to assign the charges to them instead of the guest.
Online bookings
You can create a booking link for invoicees by adding the invoicee ID to the URL of your booking page.
An example link to your booking page could be in this format
http://www.beds24.com/booking2.php?propid=13437&invoiceeid=Superagent
When a guest clicks this link, the text "Superagent" will be recorded and for bookings made from this URL the charges will automatically assign to the invoicee.
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]
Dashboard
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.