Sending an invoice to a company not the guest

Modified on Fri, 06 Nov 2020 at 11:41 AM

If you have a business traveller staying with you and the invoice needs to be sent to their company rather than to them, please note that you will need to leave the "booker" information field blank and just enter the company/account details. This does not mean that you need to remove the customer's details from as the "guest" however... 

To do this, locate the reservation on Manage Reservations, click the drop-down menu next to the RES number and select Edit Reservation. Now, click on the red "x" and remove the person's details from the booker field. You should then add in the company details in the "Account" field below, if it is not already in there:

Once you have done this, as long as the company itself has an email address associated with it in their profile in CRM the invoice will be sent to there. 

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