CIM (Central Invoicing Module) is functionality within Rezlynx that allows for booking information to be directly entered on to an invoice. Allowing Reservation and Front Desk teams to quickly send a full VAT invoice at any time prior to arrival and / or on receipt of payment.
Transaction Plans determines how many payment accounts will be added to a booking and what charges will go on to those accounts. These should be created to be self-explanatory for quick and easy reference
For Example, 1 Account: Guest to Pay means the guest will pay the entire amount. Or 2 Accounts: Company Account to pay Accommodation and Guest Account to pay upsells
The Payment Plan determines how the invoices are created.
For Example, one invoice for the total stay from the arrival date, or an Invoice every 30 days starting from today.
The Account is the Company or Person who is responsible for paying the invoice for the stay.
Payment due days are defined within an account, i.e. Karen Fisher pays 14 days in arrears
NB: The account reference and detail should always be linked to a Company or Personal Profile. This ensures that account references are unique and multiple accounts do not get created for the same company / person.
The document indicating the charges raised for the stay in a description one line format.
The document highlighting any credits to the invoice/account.
For example, when a stay is reduced a credit note will be raised for the reduction in cost.
Create Invoice Set
This will create the invoices in preparation for when they need to be sent out. They will be in a ‘Pro-Forma’ state at this stage.
This will generate the invoice into an official document. NB: You can only generate invoices after creating the invoice.
Taking Payment directly against an invoice. This will then appear on that person’s Central Account.
The document highlighting the proposed charges on the invoice. NB: this does not have a tax breakdown.
- Unallocated Payments
Payments that have been received but not allocated to an invoice.
The list of Accounts that have invoices outstanding for payment.
This will completely remove and / or credit all invoicing, transaction plans and accounts from a booking. You will need to add back in after to correct set up.