Documentation

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Documentation

The Documentation tab is where you can tweak the presentation and content of your documents, i.e. Proforma and Tax Invoice.

Defaults Documentation tab

Field	Description
Invoice Title Itinerary Title Proforma Title	Set the title / heading for these system generated documents in these fields.
Proforma Note	Enter a note in the text field which will appear at the bottom of every Proforma document.
Show Tax	Select this option to show tax details (tax rate and tax amount) on each detail line in the body of the invoice.
Show Tax Table	Select this option to include the Tax Table by default. This table presents one row for each tax rate applied on the invoice, showing the consolidated value for that tax. On the Business Structure, i.e. per company, you can choose which tax rates to include in the table and the sequence in which they are to be listed. (The sequence is particularly significant if you are printing to a fiscal machine.)
Consolidated component label for summary Consolidated component label for proforma Consolidated component label for invoice	You may need to split out your accommodation charges to different accounts for internal accounting purposes but prefer to present a consolidated charge on your documents, e.g. if you combine Accommodation and Transport to show as ‘Package’ on documents. On this screen you can define the label to be used for the consolidation for each of the Reservation Summary, Proforma and Invoice.
Header area	The header area of the reservation documents has 3 columns, each of which can be shown or hidden. ‘Show reservation office details’ option: The left column contains Reservations Office contact details. The contact details shown can be those of the Reservations Office as selected on the Defaults > System Administration screen. Alternatively, the system can dynamically select the lowest entry in the Business Structure that is a parent to all properties represented on the reservation. For example, if the reservation contains 2 properties, which both fall under ‘Kenya Ltd’, then the contact details of Kenya Ltd will be displayed. Alternatively, if there is just 1 property on the reservation and it falls under ‘Tanzania Ltd’, then Tanzania Ltd details will be displayed. Regardless of your Reservation Office selection, you can choose to show or hide the web URL of your ResRequest system. ‘Show logo’ option: The middle column shows your logo. The Reservation Summary and Itinerary show the marketing logo, whereas the Proforma shows the financial logo. If you select the system default logo, the logo display will not change according to the combination of properties on the document. However, if you elect to show the first shared parent, the system will dynamically determine the logo applicable to the combination of properties represented on the document. ‘Show invoicing details’ option The details here are pulled from the relevant invoicing unit in the Business structure. In the case of the Res Summary the details for multiple Invoicing Units may be displayed (if the booking spans multiple Invoicing Units). Proforma, by definition, always relates to only one Invoicing Unit. The Tax Invoice will always show the Invoicing Unit details, even if you remove the tick as this is a legal requirement.

Choose what information to include or exclude on the document header area.

Defaults Documentation header

Adjust the default display of Tax on documents.

Defaults Documentation tax