For many properties, the accounts receivable invoices make up a large part of their bookkeeping. All invoices, that have been checked out with a debit payment are directly transferred into the accounts receivable module. The accounts receivable module manages open posts. Assigning an A/R number within the guest relation profile means that the guest has met the required credit standards set by the property to allow direct billing after the stay has been completed.
Prerequisites
Make sure the accounts receivable module is activated using this path: Settings > Options > Modules > Accounts receivable.
To add an A/R number in a guest profile
- From the home page, do one of the following to open the seek page:
Press CTRL+G on your keyboard.
Click Relation in the top bar and select Guest.
-
Modify the fields as appropriate.
Guest seek details Last name
Enter the last name of the guest.
First name
Enter the first name of the guest.
Company
Enter the company linked to the guest.
A/R number
Enter the accounts receivable number of the guest.
A/P number
Enter the accounts payable number of the guest.
Fstay number
Enter the frequent stay number of the guest.
Zip code
Enter the zip/postal code of the guest.
Address
Enter the address of the guest.
City
Enter the city of the guest.
Country
Enter the country of the guest.
Phone
Enter the phone number of the guest.
Email
Enter the email of the guest.
Guest number
Enter the guest profile number.
-
Click Confirm (
). The browse guest/bookers page displays. - Do one of the following to display the guest profile:
Select the appropriate guest and click Confirm (
).Double-click the appropriate guest.
-
Click the Debitor (
) icon. A PMS message displays asking to create the a/r number.The number can be manually entered or auto assigned by the PMS. This depends on what is set up in: Settings > Options > Relations > Manual AR numbering.
-
Do one of the following:
-
Click Ok to create the a/r number.
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Click Cancel to discard your changes.
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Add frequent stay number in guest profile
Add guest membership in guest profile