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    Default Bill To

    Setup the default Bill To recipient for each Reservation Account Type in RMS.

    Decision Tree

    The default Bill To will determine the party set as responsible for payment of an account on reservation creation.

    • Information
    • Setup
    • Add Button

    Information

    The default Bill To will determine the party set as responsible for payment of an account on reservation creation.

    The party selected as the Bill To on an account will be the addressee on any generated Tax Invoice or Statement.

    Payment Modes can be used to change the Bill To selection on each Reservation Account Type using predetermined selections.



    Account Types are System Labels that can be customised.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Account Screen' tab.
    3. Select the Default Bill To for each Reservation Account Type.
    4. Save/Exit.



    Users can manually change the Bill To on an account by account basis for a reservation or select a Payment Mode to override any existing Bill To selections.

    Changes to the Default Bill To will only apply to reservations created after the changes are saved. Existing reservations will not be updated with the newly set Bill To selections.

    Account Types are System Labels that can be customised.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Account Screen' tab.

    Select the Default Bill To for each Reservation Account Type.

    Select 'Save/Exit' to store the changes made.

    The selections will be used to determine the Bill To set on each Reservation Account Type for any reservation created after the changes are saved.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Account Screen' tab.
    3. Select the Default Bill To for each Reservation Account Type.
    4. Save/Exit.



    Users can manually change the Bill To on an account by account basis for a reservation or select a Payment Mode to override any existing Bill To selections.

    Changes to the Default Bill To will only apply to reservations created after the changes are saved. Existing reservations will not be updated with the newly set Bill To selections.

    Account Types are System Labels that can be customised.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Account Screen' tab.

    Select the Default Bill To for each Reservation Account Type.

    Select 'Save/Exit' to store the changes made.

    The selections will be used to determine the Bill To set on each Reservation Account Type for any reservation created after the changes are saved.


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