Pro-forma’s can be generated at any stage throughout the reservation process; prior to an invoice being generated and at any point prior to check in.
To view/print/email a Pro-forma
Once in the reservation go to the Invoicing tab and against each invoice line there is a View button.
Hovering over the ‘view’ button will populate the following options:
- Transactions allowing Users to view the description of charges with the Nett and Gross amounts for the pro-forma
- Pro-forma allowing Users to view/print/email.
You can search by any of the following parameters to find the invoice you require.
- Document Reference
- Created Date Start
- Created Date End
- CRS Booking Reference
- PMS Booking Reference
- Payment Account Description
- Site ID
Once you have found the invoice you require, then you can hover over view and choose your method to print, view or email.
You can also select more than one to send by checking the boxes on the left hand side and selecting attach to email