Billing Wizard

Use the billing wizard for more complex invoicing

​​The Billing Wizard is a useful tool that lets you create & edit bills in a variety of ways. It is an option that allows you, to easily transfer bills & payments to accounts.

You can transfer charges or payments of one room to different accounts.

Transfer bills from another room of the same or from a different booking. The default option is to create a document, however, if you want to create a separate document for each guest, then you can select Create separate documents for each room. Another option is to add or remove any account you want. Exit with⌘↩In the next step, can you manage and transfer charges & payments to accounts.

Billing Wizard description

1. Add charges / extras in the bills.

2. Add payments in the bills

3. Charges grouped by:

   • Accommodation: You can see the charges grouped by room and then by service.

   • Services: You ca see the charge by service.

   • List: See the charges in detail without any grouping

4. Add all charges automatically to the respective accounts

5. Add more accounts. Here you can directly select one of the booking contacts and the appropriate account will be created. If you select a company then an account suitable for the company will be created, eg invoice.

6. Charges per stay. By clicking on accommodation, opens the charges per service. With the arrow to the right you can move all accommodation charges in the active account (yellow) to the right.

7. Charges per service. By clicking on the service, opens the charges in detail. With the arrow to the right you can move all accommodation charges in the active account (yellow) to the right.

8. Available payments / advances. With the arrow on the right, can you move the payment to the active account (yellow) on the right. If the payment exceeds the balance of the active account then it will be split automatically.

9. Active account. To change an active account, just click on it.

10. Account options. Here are all the account options where you can change, print, split & delete it.

When the Billing Wizard opens, from the Charges you have the option, to choose how you want the charges to be presented or be selected. On the left can you see all the charges, below the payments if there are already added and on the right the accounts. There is also the possibility of creating a new document by pressing + Create account. Clicking on the charges and the account you want to transfer, is done in yellow, so you can distinguish the activated one. Then click on the arrow, you can see on the charges and transfer them to the account to complete the transfer.

Note: The charge and the account you have selected are shown in yellow. Exit, by clicking Issue Documents.