Passerby invoice

[Cash register > Passerby invoice]

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Passerby invoices are issued without reference to a reservation. This way you can issue invoices for guests, who are not hotel guests, but need a receipt. As with other invoices, the convenient functions for editing and billing are also available.

Video tutorial

 

Create passerby invoice

  1. In the menu “Cash register” select “Passerby invoice.”

  2. Make sure that "Passerby" has been selected as the recipient. Change the recipient only if this is explicitly requested.

  3. Enter an expiry date as need arises (see below).

  4. Select a market code if required. The market code refers to the customer segment that the booking should be assigned to. This allows you to statistically evaluate your passerby invoices by their segment (see also: Office > Reporting > Market code).If you use a default value for the market code for your reservations, this value is also used in the passerby invoices. Default value is set in the protel Air System Data: System Data > Reservation > Reservation codes > “Default settings” tab.

  5. At the bottom left of the window, click the [Post charges] button to post the purchased services / or items to the invoice. For more information about the Post charges dialog box, go here.

  6. Click on the  "Check-out" button to close the invoice.

  7. In the "Check out" window, select a payment method and click on [Post payment].

  8. in the "Check-out" window, click on the Close invoice button (with or without print). The invoice is then printed.

Add date of expiry to the passerby invoice

During the end of day process, protel Air checks if there are any passerby invoices that have not been closed. If you want to leave an invoice open, e.g., because you would like to issue a Monthly invoice, you can simply add an expiration date (e.g., month's end). protel Air will remind you to check out the invoice on the entered date.

 

Background information about the passerby invoice

When using this function for the first time, protel Air will ask you to create a default guest profile for the passerby invoice. This profile will then be suggested in future for a passerby invoice. Of course you can also choose an existing guest profile or create a new one as invoice recipient. If you would like to change the standard guest profile for the passerby invoice , do this quickly and easily via the following menu point: System data > Passerby invoice

When booking services, you can also create packages (see Hot Topics > Everything about the invoice > Packages) and use additional convenient functions [Item tasks ]).