IMPORT FROM CRS and complete CLIENT DETAILS Screen (see example 4 for use of existing profile, which will be the usual method for Corporate Bookings).
At bottom of CLIENT DETAILS screen, Click BROWSE BUTTON next to CORPORATE A/C. The DEBTOR BROWSE screen will open to enable selection of debtor, which will link booking to a Corporate Account Debtor Code. If entered in the Debtors Maintenance, a Contact
name can be selected and if applicable an order / booking number from the debtors can also be entered.
NOTE: These two entries will print on the invoice.
Highlight required debtor and press SELECT. The code for the chosen debtor will appear next to CORPORATE A/C
CREATE AS BOOKING.
Go to TRIP INFORMATION screen.
Highlight Air Segment, click MODIFY, click MODIFY PRICING in FLIGHT SECTOR INFORMATION window, and update AIR PASSENGER PRICING Window and enter TICKET NUMBERS
Next time a booking associated with this Client Profile is used; it will default to a corporate booking. If leisure booking for this profile is required, simply delete the debtor code form the space adjacent to CORPORATE A/C and press TAB, The particular Quote/booking will be 'unlinked' from the debtor and will not appear on any corporate reports that may eventually be produced.
Click ACCOUNTING on the left List Bar
Click on GENERATE INVOICE and Answer YES to 'Create an Invoice from all booked trip lines?'
Note Invoice information will download from the Trip Number.
Press SELECT ALL if all passengers associated with the booking are to be included on the invoice.
Otherwise, place a tick under SELECTED for the passenger(s) to be selected for invoicing.
Complete STATEMENT DETAILS. This will print on the debtor statement (OPTIONAL).
Click on INVOICE button
TERMS/TRADE will fill in automatically, but extra text concerning payment details can be added
To make amendments (if applicable), Double click on the line to amend and it will open up.
Click PRINT for a hard copy of the invoice and the word
“Printed” will appear in top right hand corner
Note: You can print only ONE ORIGINAL INVOICE
Click CLOSE to Close Window – OR Click SAVE without printing the Invoice.
Check TRANSACTION DRILLDOWN.
Note that TRANSACTION DRILLDOWN displays an invoice raised to a debtor in the same way as a receipt (Credit entry).
Note: check TYPE column on drilldown to see if document is a receipt or an invoice.
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