Note
If you have the Financial Interface activated, the invoices generated are automatically saved to the ResRequest financial transactions file ready for export to your chosen accounting system.
Settle accounts on check out
Often guests will opt to settle accounts upon departure. The front of house staffer on duty can easily see if there are amounts outstanding for the reservation when checking out the guest.
See the Room check out tutorial for details on checking out guests.
During check out, a popup will appear with a warning in red indicating if there are outstanding amounts:
The user can then print a pro-forma invoice / invoice for the guest to view their bill and record their payment all from the Check out popup.
Generate invoices
When a guest checks out of their room, the front office can generate the invoice for their onsite transactions from the Rooming Calendar. The ability to invoice a folio is restricted by User access and Environment, i.e. only folios created on the Property server may be invoiced from the Property server. If the guest would like the payment to reflect on the invoice, it is important to remember that the payment will only be recorded on the invoice if the invoice is generated after the payment has been captured.
Visit our website
