Adding a company name onto an invoice

If a guest who has already checked out needs their company's details adding onto their invoice, please follow the steps below:

• Go to Reservations > Manage Reservations and locate the booking.
• Click the drop-down menu next to the reservation (RES) number and select Edit Reservation. 
• Search for and select the company name in the Account field, or click the + button to add it in if they do not already exist in your system.
• Press Save to confirm your changes
• You can now resend the invoice or print it off showing the company.

An alternative quick fix method of doing this would be as follows:

• Go to CRM > Individuals and search the customer's name
• Click the drop-down menu next to their surname and select Edit Individual
• Go to the Contact tab on the left-hand side of their profile
• Add the company details into the address field and press Save
• You can then re-send the invoice or print it off and it will now be addressed to the company instead