4. ACCOUNT - Documents TAB
4.1. Documents
4.1. Documents
Sales Order / Invoice settings:
- Display on SO/INV - three different template exist on the system:
- Only Net Amount - Sales Order & Invoice will display only Net amount due for the booking
- Net and Gross Amount - Sales Order & Invoice will display Net & Gross amount
- Net, Gross and Commission - Sales Order & Invoice will display Net, Gross & Commission amount
Statement settings:
- Statement remarks - free text remarks which will be displayed on the statement issued to the account
- Automatic statements - if checked automatic statement will be issued per account billing cycle
- User parent account statement remarks - if checked parent account remarks will be displayed on the statement
Voucher settings:
- Issue Voucher:
- Automatically - vouchers are issued automatically for every transaction (booking)
- Manually - voucher can be issued only manually by the Agent. When booking is confirmed, client will receive Booking Confirmation document but agent needs to issue the Voucher manually.
- Manually if paid - agent is able to issue Voucher manually only if the booking had been paid.
- Send to agent who booked on behalf as well - if checked voucher will be sent to the agent on which behalf the booking was made.
- Account voucher remark - custom remarks can be added which will be visible under the line "Additional account voucher remarks" on the voucher and booking confirmation.
- On voucher display full provider name - if checked, provider name will be displayed on the voucher
- Show provider contact details on voucher - if checked, provider's contact details will be displayed on the voucher
Email subject settings:
- Display consultant name on the subject - if flag is selected Agent name will be displayed in the subject line of the Voucher and Sales Order email sent to the Travel Agent
- Display passenger name on the subject - if flag is selected Passenger name will be displayed in the subject line of the Voucher and Sales Order email sent to the Travel Agent
- Display proforma invoice
Document prefix
- Documents prefix - option to add custom prefix which will be visible on the accounting documents
- Use source serial for billing documents
- Add Lead Name to Invoice and Receipt - if flag is selected lead passenger's name will be displayed on the Invoice and Receipt
Now your can press the Submit button to create a new account.
Please note when the account was created you will receive a pop-up screen message "The action was completed successfully! ". Now you will see additional Setup tab where you will be able to see and set additional Account relations.