These updates allow users to see an updated invoice after they amend their booking, which can be done through the Room Allocation Tab or the Booking Details Tab (Stay Details). This guide will walk you through the steps to create a booking, amend it, and understand how the invoice is updated accordingly. The following steps outline the process:
Create a Booking
If you haven’t created a booking yet, start by creating one in the Booking List menu:
Step 1: Navigate to the Guest Booking Section
To begin, you need to access the Booking List page:
Go to the sidebar menu.
Click on the "Guest Booking” menu.
Select "Booking List".
Step 2: Add New Booking.
Click “Add New Booking” button on the top right corner of booking list page
Select the property, room type, room name
Provide your first name, last name, email, and phone number.
The number of guests and the applicable rate should also be filled in.
Click the “Next” button.
Step 3: Review and Confirm the Booking.
Review the booking that you have completed and click the “Confirm” button.
Change the booking status on the top right corner to “Confirmed.”
Step 4: Generate the Invoice.
Go to the payment tab
Click the Generate Invoice button to create the invoice and proceed with the payment process.
Step 5: Pay the Invoice.
Complete the payment until the status changes to "Partially Paid" or "Fully Paid."
Multi-Invoice Functionality
The multi-invoice feature allows users to amend their bookings while considering different rate conditions.
Lower Rate Condition
Step 1: Check Payment Status.
Ensure your booking is marked as ‘Partially Paid’ or ‘Fully Paid.’ You can check it on the payment tab on your booking details page.
Step 2: Move Booking to a Lower Rate Property.
Go to the sidebar menu.
Click on the "Guest Booking” menu.
Select “Room Allocation” submenu
On the Room Allocation page, attempt to move your booking to another property with a lower rate by dragging and dropping it within the room allocation tab.
Step 3: Confirmation Popup.
A confirmation popup will appear. Select “Add New Rate.”
Ensure the new rate amount is lower than the previously paid amount, then click the "Confirm" button.
Step 4: Review the Result.
The system will indicate that the room allocation change has failed.
This failure occurs because the new booking amount is less than previously paid.
Higher Rate Condition
Step 1: Check Payment Status.
Ensure your booking is marked as ‘Partially Paid’ or ‘Fully Paid.’ You can check it on the payment tab on your booking details page.
Step 2: Move Booking to a Higher Rate Property.
Go to the sidebar menu.
Click on the "Guest Booking” menu.
Select “Room Allocation” submenu.
On the Room Allocation page, attempt to move your booking to another property with a higher rate by dragging and dropping it within the room allocation tab.
If needed, use a holding reservation to hold your booking before moving it.
Step 3: Confirmation Popup.
A confirmation popup will appear. Select “Add New Rate.”
Ensure the new rate amount is higher than the previously paid amount and click the "Confirm" button.
Step 4: Booking Reallocated.
The room allocation will succeed since the new booking amount is higher than the current payment.
A reallocation pop-up will confirm the successful move.
Click the "Review Payment" button to go directly to the payment page.
Step 5: Invoice Amendment.
On the payment page, your invoice will have an "Amendment" remark.
You can view the re-allocated amount below the invoice table.
Step 6: Track Invoice and Receipts.
You can track their invoices and receipts via the “Show Invoice List” or “Download Statements” buttons, which provide access to both old and new invoices.
Step 7: Final Payment Steps.
After reviewing the invoices, continue with your payment based on the "Amount Due" shown on the new invoice.
Notes:
After moving or changing your booking to a higher rate, any additional charges like Guest Service, House Cleaning, or Adjustments (Addition/Deduction) will follow the new invoice.
The amended invoice will include an "Amendment" remark in the items table.
Invoice Comparison
Here is the old invoice showing the initial charges and payments before amend.
Here the new invoice reflects changes after the booking is amended, ensuring all updates are transparently recorded.