Adding a company name onto an invoice

Modified on Fri, 22 Jan, 2021 at 12:35 AM

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 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 re-send 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

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