Accounting Connection - Instructions

Let's go over how we use the accounting connection in the property system. 

Creating an invoice

• Before you can create an invoice, you need to assign a customer to the reservation. This can be done in the Charges & Payment tab. Select the 3 dots on the right of the Charge line and find the correct Customer/invoicee there. 
• Then it should look like this: 

• From there, click the  'Invoice' tab, click show and then click 'CREATE' :

• One click is enough, clicking the create button multiple times could create an error. 
• By doing this an invoice is being made in DK/Regla.
• If a change needs to be made on the invoice, you should click 'Credit' on the right hand side. This will create a credit invoice. The lines will then be free to edit at will. When finished you can click create again to make a new invoice.
• If an error message pops up. It's important to check the customer ID number. Also if products are not chosen from the dropdown menu, their status numbers could be wrong and might trigger an error message.

If you need to create customers in the system, please read this article.