Before the final invoice is generated, its important to make sure that the correct person is being invoiced.
You may need change who is invoiced for a booking and this can only be done while the account is open (uninvoiced).
This could be needed when a guest books directly with you but needs the invoice issued to their employer, or if an agency has booked on behalf of a guest, but the guest needs to be invoiced directly.
Open the booking for the related account.
Click on the booking to open the Booking Details
- Click 'View Account'.
Click on the 'Change Client' icon.
Who will now be invoiced?
Search for a client
- Use the fields to search for an existing client.
A list of possible matches will appear. - Click on the client to select it from the results.
Save the changes
Note that the 'Invoice To' client has updated
- Click 'Save' on the Account Summary.
You will be returned to the Booking Details.
Add a new client
Click 'Add Client'.
- Add the details for the new client.
For guidance, please look at our tutorial called 'How to add a guest, client or agent before you have a booking' if needed. - Click 'Save'.
Save the changes
Note that the 'Invoice To' client has updated
- Click 'Save' on the Account Summary.
You will be returned to the Booking Details.
