How to set the Bill To option on a Reservation, along with an overview of the hierarchy that manages this setting.

Overview

The Reservation Account Bill To determines the party responsible for payment on each Reservation Account Type.

Each Reservation Account Type also includes an Invoice To option. The party selected as the Invoice To will be the addressee on any Tax Invoice created on the Reservation Account Type. Statements, Receipts and Refunds are not changed by the Invoice To and continue to use the existing recipient details.

The Bill To and Invoice To can be set to different parties when the person or entity paying the account is not the person or entity receiving the services from the property, such as when the party receiving the services requires a valid Tax Invoice for GST or VAT claims.

• Bill To: the person or entity paying or receiving the invoice.
• Invoice To: the person or entity receiving the services from the property.

The Invoice To will default to the same party as the Bill To and is located directly beneath the Bill To options on the Reservation Account.

Reservation Account Types are determined by the Accounting Options set for the Property.

Hierarchy

The following Reservation Account Bill To hierarchy applies to the Reservation Account Type on initial Reservation creation.

Guide

Open the Reservation in RMS.

1. Select the Bill To icon.
   
    
2. Select the Bill To for each Reservation Account Type.
3. Select the Recipient for each Reservation Account Type.
   Select a Billing Contact for each Reservation Account Type (Optional).
4. Select Save/Exit.
   

More Information

The Reservation Account Bill To can be changed directly on each Reservation Account Type by selecting the Bill To and Recipient or selecting the underlined Bill To text in the Reservation Account header.

The Invoice To is not shown in the Reservation Account Bill To window. To view or change the Invoice To, open the Reservation Account and select the Invoice To located directly beneath the Bill To in the account header.

Selecting a Payment Mode on a Reservation or changing the selected Payment Mode on a Reservation will update the Reservation Account Bill To on each Reservation Account Type based on the Payment Mode selected.

The Invoice To selected on each Reservation Account Type will determine the recipient details used when a Tax Invoice is generated. The Invoice To will follow the Bill To until it is manually changed. The Bill To and Invoice To cannot be changed while an active (unpaid or partially paid) Tax Invoice exists on the Reservation Account.