Invoicees - Revision history

Weins: 1 revision imported

2021-05-19T01:33:12Z

1 revision imported

Beds24>Annette at 10:00, 9 September 2020

2020-09-09T10:00:23Z

Weins: 1版をインポートしました

2019-03-12T02:19:19Z

1版をインポートしました

Beds24>Andrian at 20:33, 31 January 2019

2019-01-31T20:33:05Z

New page

[[Category:Guest Management]]
[[Category:Agents]]
[[Category:Invoice]]
''This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES. ''
__TOC__
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:
== 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.

== 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==
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.

[[Image:invoice_accountl.png|500px|link=]]
[[Media:invoice_account|view large]]

If you remove the invoicee the charge will be set back to the guest.

[[Image:invoice_account_1l.png|500px|link=]]
[[Media:invoice_account_1|view large]]

2) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately.

== 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.

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

[[Image:invoice_account_2l.png|500px|link=]]
[[Media:invoice_account_2|view large]]

== 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.

== 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.

← Older revision	Revision as of 01:33, 19 May 2021
(No difference)

@@ Line 2: / Line 2: @@
 [[Category:Agents]]
 [[Category:Invoice]]
-  ''This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICEES. ''
+<div class="heading">Invoicees</div>
 __TOC__
 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.
@@ Line 10: / Line 11: @@
 *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:
@@ Line 32: / Line 34: @@
 [[Image:invoice_accountl.png|500px|link=]]
-[[Media:invoice_account|view large]]
+[[Media:invoice_accountl.png|view large]]
 If you remove the invoicee the charge will be set back to the guest.
 [[Image:invoice_account_1l.png|500px|link=]]
-[[Media:invoice_account_1|view large]]
+[[Media:invoice_account_1l.png|view large]]
 ) The invoice tab will allow assigning an invoice number to each invoicee in the invoice and printing the invoices separately.
@@ Line 52: / Line 54: @@
 ) In the Rate or Daily Price, add this Agent Code to the setting on the Channels section.
-) Disable Beds24 direct bookings and enable Agent bookings on the channels tick boxes.
+) In the Rate or Daily Price, disable Beds24 direct bookings and enable Agent bookings on the channels tick boxes.
 ) 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.
 == Manually added bookings ==
@@ Line 61: / Line 62: @@
 [[Image:invoice_account_2l.png|500px|link=]]
-[[Media:invoice_account_2|view large]]
+[[Media:invoice_account_2l.png|view large]]
 == Online bookings ==
@@ Line 68: / Line 69: @@
 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==
+http://.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.
 == Invoices ==
@@ Line 87: / Line 95: @@
 [INVOICEACCOUNTTEMPLATE4]
 ==Dashboard ==

← Older revision	Revision as of 02:19, 12 March 2019
(No difference)

Invoicees - Revision history

Weins: 1 revision imported

Beds24>Annette at 10:00, 9 September 2020

Weins: 1版 をインポートしました

Beds24>Andrian at 20:33, 31 January 2019

Weins: 1版をインポートしました