This article explains how to invoice Accounts Receivable (AR or A/R) in RMS by transferring a guest’s charges from their reservation to a Company, Travel Agent, or Wholesaler account.

Overview

When Accounts Receivable is enabled, a Company or Travel Agent can be given a Credit Limit.  

Selecting the Company or Travel Agent as the Bill To on a Reservation Account enables the reservation to be checked out with a Tax Invoice sent to the Company or Travel Agent to pay at a later date.

Bill To Company/Travel Agent/Wholesaler

1. In the side menu of RMS, go to Reservations > Reservation Search.
2. Enter the Reservation Number.
3. Select Search.
4. Select the Reservation to open.

1. Select Bill To.
2. Select an account and choose the Company, Travel Agent or Wholesaler.
3. Select the Contact.
4. Select Save/Exit.

1. Open the Account.

1. Select Invoice.
2. Select Create Invoice.
3. Select Email and Print option

The account will now show the Tax Invoice Number and 'Transfer to A/R (Debit)'.

This Tax Invoice will now be included in the Outstanding Invoices for that particular Company, Travel Agent or Wholesaler.