What this page is for
Everything about one company: room nights, revenue and average price this year, what it owes, stays now and coming, past stays, invoices, contacts and its communication log.
Who can use it
See corporate accounts. Making the month's invoice needs Invoice a company's month (Admin, Finance). Contacts need Add and change corporate accounts.
How to book a stay for the company
- Open the booking.
- Under Company, choose the company, who stays, who booked and who approved, and the PO number.
- Select Save. The stay type becomes Corporate.
How to invoice a monthly company
- Under Invoice a month, choose the month (last month by default) and select Make the invoice.
- Every stay that checked out in that month and has no invoice becomes a line on one draft invoice. Check it and issue it.
How to send a statement
Select Statement of account for a PDF of every issued invoice, what was paid and what is still owed.
Fields and columns
| Field | Meaning |
|---|---|
| Owed on invoices | Issued invoices not fully paid, in the company's currency. |
| Stays not invoiced yet | Company stays that no invoice covers yet. |
| Still available | Credit limit minus both. |
Statuses and automation
- A company stay is refused when it would take the company over its limit, when the company is on hold, or when a PO number is needed and missing. Someone with Book over a company's credit limit can tick the override.
- For "one invoice per stay" companies, the stay's invoice (made by hand or by invoicing settings) is addressed to the company, with its days to pay.
- Emails sent to the company's billing email or its contacts are added to the communication log.
Settings that change this page
Invoicing settings (default tax and automatic invoices), and the company's own billing settings.
FAQs
Why was the invoice addressed to the guest? The company was added to the booking after the invoice was made. Cancel it and make it again.
Troubleshooting
| Problem | What to do |
|---|---|
| Make the invoice finds no stays | The stays checked out in another month, already have an invoice, or are not linked to the company. |
| A stay is refused for credit | Take a payment, raise the limit, or ask finance to override. |