Account Billing

Account Billing is a way to defer payments from a reservation to either another person (maybe a group leader) or a company.

Enable the feature in Setup:

• In Setup, Under Operations Setup, then Operation Details
• Under Charges, click the Account Billing slider to the right for Yes

You will now see the Account Billing Icon on your Home Screen, in Reports and in the Setup menus.

***Note: a user will need to be granted the Account Billing Security Group to access the account billing feature on the home page***

Once in Account Billing:

• A list of existing accounts will show and have pills for Active, Inactive, and All.
  • You will also see payment terms and balance of each account.
  • You can only inactivate an Account if the balance is $0 and has no open transactions.
  • Charges can only be made to Active Accounts.
• You can search for an existing account by ID, Name, and Contact Name.
• Click on an existing account to see/edit account information, account activity, and to make a payment on the account
  • Transactions have tabs for Current & Past and will be defaulted to Current upon entry.
    • Current: Will show any transactions added to this account that have not yet been paid in full. Payments related to those transactions will show in the section below.
    • Past: Will show any transactions added to this account that have been paid in full.  Payments related to those transactions will show in the section below.
    • Transaction# is a link and will pull up a modal that is read only and will show the detailed charges that made up the transactions Original Balance.
    • Reservation# is a link and will pull up the reservation peek modal and can take you straight to the reservation.
    • Transaction Date is the date the transaction was transferred from the reservation to the Account.***Note: If this date is ever blank, it means the user did not finish their Check In after charging to Account Billing***
    • Original Balance is the balance initially transferred from the reservation.
    • Outstanding Balance is the balance left to be paid on that transaction

To add a new Master Account account, click the +Account

• Start by searching for the account
• If the account does not show up you can add their information by clicking the +Account in the top right hand corner
• Enter the New Master Account information
• Click Save

Paying Reservation with Account Billing

• Click on the account line in the list page to bring up the Account Activity page for the account you want to apply payment too.  
• Total will be total amount due and is un-editable. 
  • If partial payment is wanted, make other types of payments first and then Account Billing payment last
• Account Name & Address will show in the Payment widget.
• Apply Payment button will then show a Confirmation widget. 
  • Before continuing, ensure the correct Account is chosen to Bill To; there is no undo function once charged.
  • The receipt will show the Account #, Name, Amount charged, and Outstanding Balance.