Sometimes a corporate client, travel agent, or specific booking channel might ask you to include a special voucher number on their invoice so their accounts team can process your payment smoothly. Popping these handy references onto your documents is incredibly easy!
Here is exactly how to do it:
Step 1: Open the guest's account
Simply click right on the specific booking on your calendar to open the Booking Details window.
Then click 'View Account' to open up their full Account Summary.
Add the Step 2: Add the reference number
Look for the handy 'Reference' field on the screen and simply type in the voucher number or specific note requested by your client.
Step 3: Save your changes
Once you have added the correct number, simply click 'Save'.
Once you hit save, you are all set! Your brand-new reference will now automatically appear beautifully printed on both the pro forma and your final tax invoice for that specific account.
