Setup an Unassigned Credit Note for Loyalty Point Redemption when using Guest Rewards in RMS.

Overview

An Unassigned Credit Note is required to apply a guest's point redemption to their account in RMS.

Point Redemption is part of the Guest Rewards module, providing customised loyalty programs that can be managed in RMS.

Unassigned Credit Notes are credits applied to an account that deduct from revenue reported for the General Ledger Account Code selected on the Unassigned Credit Note's setup.

Unassigned Credit Notes can be used to apply a general discount for a transaction already created on the account without needing to void and recreate the charge or when providing compensation on an account that needs to be reported to a specific compensation General Ledger Account Code.

Guide

In the side menu of RMS, go to Setup > Accounting > Sundry.

1. Select 'Add'.
2. Enter a Description.
3. Select the General Ledger Account Code.
4. Select the Tax Type.
5. Select the checkbox 'Credit Note'.
6. Select the checkbox 'Unassigned to Charge when created'.
7. Select Save/Exit.
   
    
8. In the Side menu of RMS, go to Setup > Property Options > Property Information.
9. Select 'Edit' on an existing Property.
   
    
10. Navigate to the 'Loyalty Guest Rewards' tab.
11. Select the Credit Note for Redemption.
12. Select Save/Exit.
    

The selected Unassigned Credit Note will be used for Guest Reward Point Redemption on accounts in RMS.