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:

  1. Go to 'Add payment/create invoice' 
  2. Select 'Deposit'
  3. Choose 'Invoice Guest' as method
  4. Input amount to invoice
  5. Select any guest name and click 'Add'
  6. Open the draft invoice in Xero and edit the recipient of the Invoice before approving and sending to the "Agent". 

PDF invoice users:

  1. Follow the steps outlined above but first add the Agent as the guest to the booking so they can be selected as the recipient
  2. 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:

  1. Make sure the Extras are not set as 'Bill to agent'
  2. Select 'Payment' if all Extras are billed to Agent or select 'Deposit' to adjust the amount
  3. Choose 'Invoice Guest (Extras)' as method
  4. Select any guest name and click 'Add'
  5. 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. 


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