Difference between revisions of "Invoicees"

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== 1. Create invoicees for agents or companies==
 
== 1. Create invoicees for agents or companies==
 
*Give the invoicee a name.  
 
*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.  
 
*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.  
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== Online bookings ==
 
== Online bookings ==
You can create a booking link for invoicees by adding the invoicee ID to the URL of your booking page.  
+
You can create a booking link for invoicees by adding the invoicee ID to the URL of your booking page. To use this functtion set "Enabled"=  "Yes with booking page"
  
 
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?propid=13437&invoiceeid=Superagent
+
http://www.beds24.com/booking2.php?propid=13437&invoice=3
  
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 charges will automatically assign to invoicee 3.
  
 
== Invoices ==
 
== Invoices ==

Revision as of 13:19, 4 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 1. Create invoicees for agents or companies

  • 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 four invoicee templates to insert address, taxt number or other information into the invoice template auf Email templates.

2 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.

Invoice accountl.png view large

Once an invoice item is created it can not be changed to another invoicee. If required add the charge again with the new invoicee and remove the original charge.

To add a payment from an invoicee a charge needs to be added first.

3 Manually added bookings

After you have added invoicees you can choose to assign the charges to them instead of the guest.

Invoice account 1l.png view large

4 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 functtion set "Enabled"= "Yes with booking page"

An example link to your booking page could be in this format

http://www.beds24.com/booking2.php?propid=13437&invoice=3

When a guest clicks this link, the charges will automatically assign to invoicee 3.

5 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]

6 Dashboard

Columns for "Invoicee Name" and "Invoice Code" can be added to the dashboard modules if required.

7 Reports

The "Invoicees" filter allows you to generate custom reports for specific invoicees.

8 Prices and discounts for invoicees