We've enhanced our group invoicing feature to give you the same level of flexibility and control you have with individual reservations. You can now manage group billing more efficiently and accurately than ever before.
Key Improvements
- Select Specific Charges: You are no longer required to invoice an entire group folio. You can now select individual charges from each folio within the group and add them to a single invoice. This allows for more precise and customized billing.
- Combine Charges from Multiple Folios: For large groups, you can easily combine charges from different folios into one consolidated invoice. This streamlines the billing process and provides a clear, comprehensive document for the paying party.
New "Bill To" Dropdown: A new dropdown menu simplifies the process of choosing the correct billing recipient. You can now easily select from:
- The Group Profile.
- Any Contact who has been marked as a billing contact within the group. When you select a contact, any applicable tax and fiscal information associated with their profile will automatically be included.
How to create new invoice
Access a needed Group
Click Actions in the top right corner
Generate New Invoice
Select the specific charges you need to include
Create invoice
Bill To dropdown uses Group Profile or Billing Contacts.
Billing Contact Checkbox - required to pull contact under new Bill To dropdown when creating invoices.
Comments
Please sign in to leave a comment.