Pane |
[Navigator > Invoice]
This Navigator pane contains a tree view for displaying information about the guest’s invoice and additional reservation information. Clicking the individual entries within this list will open the associated dialog boxes.
Right-clicking anywhere within this pane
opens the Invoice window.
Total |
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Charged |
The total charged for the invoice. The amount shown here cannot be overwritten; it changes when postings are made to the invoice. |
Payments |
Total of payments made for the invoice. The amount shown here cannot be overwritten; it changes when payments are made for the invoice. Right-click to open the invoice dialog box. |
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Invoices A-F |
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A, B, C... F |
Invoices are only displayed if they have an assigned invoice address. Invoices will not be displayed if a company has not been assigned or there are no postings for B-F. |
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If a routing exists, this will be indicated by a blue dot and the letter i “Routing instructions”. Click this row to open payment/routing instructions that provide additional information about the routing (see “More... button, Payment/Routing instructions”).
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Category types |
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Booked |
Shows the originally posted category. This can be changed/corrected. Right-click the category to display a list of all categories. Double-click a new category to select it. |
RateCode |
Shows the originally posted rate code. |
Fixed charges |
An exclamation point indicates charges that protel has additionally posted to the room rate at end of day. |
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Additional reservation information |
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Confirmation number |
This is assigned by protel and can be modified in the Reservation dialog box. |
Child 3/4 |
Number of children, 3 or 4 |
Add. beds |
Number of additional beds required |
Cots |
Number of cots required |
Room plan color |
Click this option to assign a different color to the reservation. |
Packages |
Shows any arrangements that are assigned to the reservations. You can also change these here. |
The credit card information that has been stored for the reservation. |
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If an EFT interface is used, the interface returns a credit card token to protel upon authorization of the payment request. This token can be displayed in the Navigator under the subtree "Additional reservation information". The token stands for the successful authorization of a credit card payment (=result of a positive check). By clicking the credit card token, it can be copied to another reservation if the required user right (419) is set. When a token is copied, protel automatically creates an entry in the action log; so the copy process can be traced at any time.
If desired, you can also display the credit card number instead of the Token ID. Being able to copy the token to another reservation remains unaffected by this.
By request, when clicking the mouse button on a token, a menu with the following functions appears:
Copy: copies the selected token to the clipboard Reservations: Opens the Reservation list The direct access to both of the functions via a mutual menu simplifies copying the token to another reservation.
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Route planner |
Shown only if this add-on is being used. Launches Microsoft MapPoint (version 2004, 2009) |
Sharer |
Shown if the reservation is a sharer reservation. Click “+” to view the list of sharers and double-click one to open the Navigator for this sharer. |
Memo |
For storing additional information about the reservation where there is not enough space available in the Note boxes. |
Traces |
If there are any traces due for a reservation, this item will be preceded by a red exclamation point. Click to display or edit these traces or store new traces. For more information about creating traces, see “More... button, Traces”. |
Attached profiles |
If there are any other guest profiles attached to this one, you can display and edit these by clicking “+”. You can also attach new profiles (for more information about creating attached profiles, see “More... button, Attached profiles"). |
Rentable objects |
Rentable objects are items that are available for renting out to guests, such as bikes, skis, tennis courts, and tennis rackets for example. This item is for information purposes only; no revenues are posted in association with this. You can assign rentable objects to a reservation either for a specific period or for a specific time/duration. Click to add this object to the reservation.
To access the overview of available objects, click the button. This overview provides a list of the number of objects still available and the associated timescale (day or hour, for example).
Have rentable objects been entered for a guest, their attention can be drawn to it during check-out, upon request.
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UDF |
In the group master, if you enter a value into a user defined field relating to reservations (udf type 2001, 2002, 2009), the group action prompt will open. According to your choice, your changes will be applied to group members and/or the group master. |
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Available user rights |
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214 |
FO Rentable objects |
This right controls access to the “Rentable objects > Modify objects” transaction in the tree view. |
223 |
FO Traces history |
This right controls access to the “Additional reservation information > Room plan color” transaction in the tree view. |
239 |
FO Change reservation colors in room plan |
This right controls access to the “Traces” transaction in the tree view. |
419 |
FO Navigator (copy token) |
Enables the user to copy a displayed credit card token to another reservation. |
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Available Settings |
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- Invoice & additional information
Displaying and
copying Credit Card Tokens requires special system settings.
Ask your protel partner or contact the protel Support Team, to
learn more!
