Sometimes there are situations where you need to invoice Agent for Extras only, a partial deposit or the remainder of a booking. Preno has a workaround to assist in these scenarios.
To invoice the Agent for a deposit or remainder of a booking you can use 'Invoice Guest'
Xero/MYOB users:
Click 'Add payment/create invoice' or 'Add deposit/create invoice'
Select 'Deposit'
Choose 'Invoice Guest' as method
Input amount to invoice
Select any guest name and click 'Add'
Open the draft invoice in Xero and edit the recipient of the Invoice before approving and sending to the "Agent".
PDF invoice users:
Follow the steps outlined above but first add the Agent as the guest to the booking so they can be selected as the recipient
If you want the Agent name on the invoice simply add the Agent as the primary guest on the booking
When accommodation is paid and you need to invoice Agent for the Extras only, you can use 'Invoice Guest (Extras)' as a method
Xero/MYOB users:
Make sure the Extras are not set as 'Bill to agent'
Select 'Payment' if all Extras are billed to Agent or select 'Deposit' to adjust the amount
Choose 'Invoice Guest (Extras)' as method
Select any guest name and click 'Add'
Open the draft invoice in Xero and edit the recipient of the Invoice before approving and sending to the "Agent".
PDF invoice users:
Follow the steps outlined above but first add the Agent as a guest to the booking so they can be selected as the recipient.