Sometimes a travel agent needs several bookings grouped onto one invoice, or perhaps you just accidentally assigned a guest's reservation to the wrong account! Keeping your invoices neatly organised makes billing a breeze.
Instead of starting from scratch, you can easily move an existing booking over to a different account for the exact same client. Here is exactly how to do it:
Step 1: Open the guest's Account Summary
Simply click on the specific booking on your calendar to open the Booking Details.
Look under the 'Account' heading and click 'View Account' to open their full Account Summary.
Step 2: Choose the booking you want to move
At the bottom of the Account Summary, under the "Items on this account" section, find the specific accommodation charge you want to shift and click right on it. A helpful little pop-up will appear saying "Click to move this item to a different account".
Just click anywhere on the line item to get started.
Step 3: Pick the new account
Select the option that says 'Move to different account with the same client'.
You will see a list of their other available accounts; simply click the specific invoice Account ID you want to move it to.
A quick tip: If the account you are looking for isn't showing up, it might already be closed and invoiced, or it might be saved under a slightly different client name. If you suspect there might be two profiles for the exact same guest, you can easily fix this by removing or retiring duplicate clients first!
Step 4: Save your changes
Double-check that the
- booking is now sitting perfectly under
- the new invoice account ID,
and click 'Save'.
Step 5: Lock in the booking details
Your screen will pop back to the main Booking Details window. Simply save the booking details one last time to lock everything in completely!
