Overview
Account Statements provide a summary of account activity starting from the selected transaction.
Statements can be configured to show text such as a thank you note to guests, bank details or Property information.
✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.
✎ Please Note: Statement Options can be configured per Property by selection a Property from the drop down menu.
✎ Please Note: A standard Statement layout is included in the base RMS subscription, that will display the Property Logo and any local government tax requirements. Custom Statement layouts incur a development cost and can be arranged by contacting RMS Sales.
Guide
In the side menu of RMS, go to Setup > Accounting > Accounting Options.
- Navigate to the 'Receipts & Statements' tab.
- Select the Options for the property's statements.
- Move down to the 'Statement' section.
- Enter Notes to display on the bottom Statements.
- Enter the text to be displayed within the Email Body for statements emailed from RMS.
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Select 'Save/Exit'.
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