If your guest has a company and you want to send the company an invoice, you can send any charges from the guest’s Room Account or Non-residential account to a Debtors Account. To be able to do this, firstly, the company has to be enabled to ’Allow Debtor Invoices’, which is set on the Company screen.

      

Secondly, to be able to create an Invoice for this Debtor, the reservation must be linked to the  company or the ‘Allow Invoicing from any Guest’ is ticked.

      

If both of these have been set, you will see the 'Send to Debtor Account' option enabled at the bottom of  the Room Account tab, in the “Send To” selection.

      

Click ‘Send to Debtor Account’ to transfer charges to a Debtor Invoice.

     

Tick the charges you want to send to the Debtors Account and click ‘Save’.

      

The Room Account now shows the item as ‘Invoiced’.

You can see the details of the invoice by moving your mouse over the information icon at the  right of each transaction.

      

     

In the Debtors Card, you will see an invoice has been created. This invoice would typically be printed  or emailed during the ’Daily Tasks – Send Invoice’ on the Management tab (see Daily Tasks   for more information).

      

If the guest has some charges to be invoiced and some charges they are paying for, process the  items to be invoiced first. Then, when you click ‘Make Payment’, it will default to just the amount still owing (i.e. all the items not invoiced).