Sometimes a booking is paid for by someone else, like a travel agent or a company, but the guest is still responsible for paying for their own extras before they leave. Splitting these costs does not have to be complicated! This guide will show you exactly how to move an extra from the main account directly onto the guest's account.
This process works best if you have not yet generated the final invoice for the accommodation!
1. Open the booking and check the details
Start by opening the specific booking.
Before you move any extras, just make sure the guest's details have already been updated. If you are unsure or need a quick refresher on this, please see our handy tutorial:
2. Find the extra you want to move
Click on the 'View Extras' button.
Next, simply click on the specific extra that you would like to move over to the guest account.
3. Change the invoice settings
Now, tell the system where this charge belongs by:
- clicking on 'Guest Account'
- and then hitting 'Save'.
- You can now safely exit the extras page by clicking the 'X'.
A quick tip:
If the system is not letting you move the extra, it usually means the account it is associated with is already closed or invoiced, or the extra is sitting on a completely different account that is neither the main nor the guest account!
4. Check the guest account
The extra will now successfully be moved to the guest account. You will notice a little bell icon (🔔) next to the 'View Extras' button, which is a friendly reminder that there is another account linked to this booking.
To view the updated guest account, simply click on the little calculator icon right next to the guest's details.
From here, you can easily generate a pro forma or a final invoice just for the guest, and only the items allocated specifically to their account will be displayed.
