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 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