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Attention!
You can find the updated instructions for them in the new protel Air Online Help. Please note: The migration process is still ongoing. Therefore you may still be able to use some functions as described in this Online Help. For this reason, we will not delete this Online Help yet. If you have any questions, please contact your support!
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[Reservation > Allotments > Allotment dialog box > Payment instructions tab]
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Manage one or more payment instructions for your allotments which then apply to all reservations posted through the allotment.
[Reservation > Allotments > Allotment dialog box > Payment instructions tab > 'Add' button]
Open the Payment instructions tab located in the Allotments dialog box - see next figure.
Click on the [Add] button.
Hint:
If you want to use a template to add, select the desired template
in the Templates section.
In this case, all the rules for the payment instruction are taken
from the template. Further information about working with templates
can be found in the Help Reservation
summary > Payment instructions
> Using templates.
You first need to assign a name for the new payment instruction (e.g., ''Accommodation costs'').
When creating new payment instructions, a distinction is made between two cases:
If reservations have not yet been named for the allotment, no reservations will have been preselected in the Members area - see next figure. The payment instruction applies to any reservation made for the allotment at a later time.
If reservations have already been named for the allotment, the new payment instructions is created by default for all reservations of the allotment - see next figure.
However, you can also create the payment instruction for a single reservation, or only for certain reservations. To do this, click on the selection button located in the dialog box - see next figure:
Then select the desired reservation. You can select more than one reservation by keeping the Ctrl key depressed while making your selection. Click on [OK] to apply the Reservation(s).
The number of marked reservations appear directly next to the selection button:
For the further course of action (defining the routing target, etc.) see section ''Reservation > Reservation dialog box > Payment instructions > How to create a payment instruction.
As soon as you have successfully created the payment instruction, it appears in the Payment information invoice tab - see figure:
Figure: Reservation > Allotments > Allotment dialog box > Payment instructions tab
A total of two payment instructions have been created in the figure.
[Reservation > Allotments > Allotment dialog box > Payment instructions tab > Edit button]
A payment instruction that has already been added, can be edited again later. If there haven't been any reservations specified for the allotment yet, the changes apply to all future reservations that will be made for the allotment.
If reservations have already been specified
for the allotment, the changes usually apply to all reservations, but
there are certain criteria that a reservation must meet (
see below - Rules: Which reservations are considered when creating, editing,
and deleting a payment instruction?)
[Reservation > Allotments > Allotment dialog box > Payment instructions tab > Remove button]
An added payment instruction can subsequently
be deleted. If reservations have already been made for the allotment,
the payment instruction is usually removed from all reservations - unless,
e.g., the reservation has already been checked in (see below - Rules: Which reservations
are considered when creating, editing, and deleting a payment instruction?).
At the allotment level, payment instructions can only be created or edited for reservations that meet one of the following criteria:
The reservation must have one of the following statuses: definite / guaranteed / optional / optional with deduction
The reservation must not yet be checked in
The arrival date must be today's date or in the future.
The reservation must not be deleted
The reservation must not have a no-show status
The same applies to the deletion of payment instructions at the allotment level: When removing a payment instruction from an allotment, it is only removed from the reservation with the features mentioned above.
Example
For example, if a reservation has already been checked in when you create or edit a payment instruction, it is not offered for selection in the following dialog box:
Abbreviation: [Reservation > Allotments > Allotment dialog box > Payment instructions tab > Add or Edit payment instruction > Select reservation]
A payment instruction that has been added to a reservation via an allotment can later be adjusted at the reservation level. In this case, adjustments at reservation level have priority.
Example
A payment instruction is created for an allotment.
Reservations are then made for the allotment. The payment instruction is automatically allocated to the reservation in question.
One of the above reservations is then opened and the payment instruction is changed manually (e.g., change of the routing target).
The payment instruction is now treated as a separate payment instruction for this reservation.
If the payment instruction is changed in the corresponding allotment and the reservation is selected again, a new payment instruction is created for the reservation.
If a reservation takes over a payment instruction from an allotment, protel Air creates a corresponding entry in the action log: Payment instruction '%s' (ID: %s) has been adopted by the allotment: '%s' (ID: %s).
If a payment instruction is created, edited, or deleted for an allotment, a corresponding entry is also created in the action log.
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© 2022 protel hotelsoftware GmbH |
The protel Air
upgrade in Summer 2020 brought about changes to the
user interface and also to many functions.