While guest accounts are usually closed when a final tax invoice is issued, an account can also be closed without generating a final invoice. This is particularly helpful when complimentary or free accommodation has been provided and no payment will be processed. Since no payment is being taken, a final invoice does not need to be created.
Here is a simple, step-by-step guide to closing an account:
Step 1: Go to the Account Summary
- Click directly on the booking to open the Booking Details window.
- Click on View Account.
Step 2: Choose to close the account
Click on the Close Account button.
Step 3: Confirm your action
Click the Close Account button a second time to confirm your choice.
A quick reminder: Closing an account manually should only ever be done if the guest will not be invoiced.
Step 4: Check your status and save
- You will notice that the account status has now updated.
- Click Save on the Account Summary to secure your changes, which will return you to the Booking Details window.
A quick heads-up on cancellations
- Closed bookings cannot be cancelled: Bookings with a 'Closed' status cannot be cancelled directly.
- What to do if you need to cancel: If plans change and you need to cancel the booking, the account status will first need to be uninvoiced (open) before it can be cancelled. Here is a simple, step-by-step guide to reopen a closed account: How to reopen a closed account