Transfer Charges to Debtor
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
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