CIM - Handling Reservation Amendments on Paid Invoices

Locate the required CRS Reservation using the search criteria filters available and select the CRS Ref Hyperlink.

Make the required reservation amendments. For help on how to amend a CRS reservations click here. 

Clicking save will both update the reservation itself and make any necessary amendments to the invoice set.

If the amendment type does NOT change the rate plan or room type displayed on the invoice, and is perhaps just reducing a night or adding a night

No credit note will appear and just either a credit for the reduction, or a new invoice for the addition will appear, 

Please send the credit to the relevant account via email or save PDF and send in your own email client then allocate the credit as required. 

If a new invoice is raised then this will need to be generated, as it will currently be a pro-forma, and this will then also need to be sent to the client as required. 

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If the amendment changes the rate plan or room type displayed on the invoice, then once the booking has been saved the pop up box below will appear.

This is prompting you to remember that an invoice had previously been generated in the system and a credit note is being issued for that, whilst creating a new one to account for the amendments made.

A Credit note should have automatically populated here, reversing the previously issued invoiced. 

A new invoice should be generated once these changes have been checked and any required adjustments need to be made to ensure that the invoices are matched off correctly.

This can be done in one of 2 places, either through the invoicing tab in the CRS reservation or an easier option is to directly access the relevant payment account.

Payment Accounts can then be accessed by selecting the required person’s or company profile.

This tends to be the easier option, as you can see more clearly and in one place the generated invoices, any credit notes (refund modifications) applied, along with any payments received.

Once in the payment account, tick to show zero balances. This will then show you the original invoice in the debits that has the payment attached and the credit note for that original invoice.

You will need to unallocate that payment and then re-allocate it to the new (correct) invoice.

The credit note (refund modification) can then be applied to the original (now incorrect invoice).