RezStream Professional Software Support Tip: The Best Way to Bill a Travel Agent

To take advantage of the many features within RezStream Professional, the best way to now bill a travel agent is to utilize the new split billing and direct billing features under the Contact Invoice History area on the Contact Data screen.

Create a new travel agent contact, for example “Expedia,” in your database:

1. Go to the Contact Data screen.
2. Click on Add New Contact in the top-left corner on the toolbar.
3. At the New Contact Record screen, enter Expedia in the Last Name field and click Save.
4. Back on the Contact Data screen for the new Expedia contact, go to the Notes tab on the bottom left side of the screen (under the various contact information fields) and click on the radio button for “Business.”
5. This action sets up Expedia as a Business Contact Category.

Create a blank POS invoice for the new Expedia contact:

1. Click Add New POS invoice on the toolbar above the Contact Invoice History.
2. At the Edit Invoice screen, at the bottom right, click Save Next.
3. Click Close.

Back at the Contact Data screen, you should have a $0.00 invoice in your Contact Invoice History for your Expedia contact.

Go to the reservation that you want to bill to Expedia and split the bill:

1. Go to the Split Billing tab under the Contact Invoice History.
2. Click Add/Edit at the bottom right hand side of the screen.
3. Select the number of Sub Invoices from the drop-down list; in this example, select “2.”
4. Click on the second line to select Invoice (2).
5. Click Pick From Contacts button to assign name from your contacts list.
6. Click on the Expedia contact line and click Select at the top of the screen.
7. Back at the Split Billing screen, click Next.
8. Put a checkmark next to each item in the Pick Invoice Item list that is associated with charges that need to be billed to Expedia.
9. In the Selected Sub Invoice list on the right side of the screen, select the line that says Expedia Sub.
10. Click Add Tagged to One in the middle of the screen.
11. Add the remaining items in the Pick Invoice Item list to the main contact by using the same method.
12. On the Split Billing screen, click Next.
13. On the Split Billing screen, click Save.

To print the specific sub invoice, return to the Expedia contact data screen:

1. Click the Direct Billing tab below the Contact Invoice History.
2. Click on the specific sub invoice to select it.
3. Click Print Sub Invoice.

To print a statement for a specific time period:

1. Follow the same instructions as the for printing a specific sub invoice detailed above, but click Print Statement instead.
2. Select your date range from the drop-down lists.
3. Click OK to print the statement.

To find out more about RezStream property management software, please contact us today at 303.872.0220 or .(JavaScript must be enabled to view this email address).