How to generate a Proforma invoice for a Master Reservation in RMS.

Overview

A Proforma tax invoice is an itemised bill of proposed goods or services not yet provided.

Proforma tax invoices can be used to request pre payment ahead of a Guests stay.

Bill To options are Guest, Company, Travel Agent and Wholesaler.

Company, Travel Agent and Wholesaler options can only be used if there is an applicable selection already made on the Reservation screen.

Users can select to include only a specific date range on the Proforma invoice if required.

Guide

Open the Master Reservation in RMS.

1. Select the Area tab.
2. Select the 3 dots.
3. Select Master Proforma Invoice.
   
    
4. Select the Bill To option.
   Select Use Date Range (Optional)
   This option will only include charges from the selected date range.
5. Select Email or Print.