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Company Notes (General and Billing)

Overview

Company Notes enable properties to add General Notes or Billing Notes to a Company.

Billing Notes can be enabled to display in the Reservation Notes whilst General Notes will only display on the Company profile and in the Company Notes section of Quick Quote when this Company is selected.

A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

★ Hint: After any changes have been made to setup, Users should log out of RMS and then log back in to ensure the database updates and reflects the modifications.

 

Guide

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

  1. Select 'Edit' on an existing Company.
    Screenshot of the Company list in RMS showing multiple companies with one company highlighted and the Edit icon/button selected to open its profile.
     
  2. Navigate to the 'Note' tab.
  3. Select 'Add'.
  4. Select a Property.
    Enter a General Note (Optional).
    Enter a Billing Note (Optional).
  5. Select Save/Exit.
    Screenshot of the Company edit screen in RMS with the Note tab selected, showing fields for Property, General Note and Billing Note, and the Save/Exit button highlighted after adding a new note.

 

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