Invoices - Creating Customers

Customer/Invoicee

• When you create a customer in Godo, it is automatically created in DK. (This does not happen the other way around). This happens if "sync customers" is set up in your connection here in Settings - Guest Management - Invoicing. If not you can request that from us. 
• If you are not logged into the owner account of the property when you create a new customer, it is not made in DK and it is not visible to other accounts that have the property visible through their account. 
• Under SETTINGS > GUEST MANAGEMENT > CUSTOMERS is the list of customers/invoicees 
• At the bottom of the page, click 'Create new invoicee'A new window opens up where you have to fill in the information for the new customer. These 4 fields are important to have filled out:
  • The enable field has to be set to 'Yes'
  • The name has to be filled out
  • The correct currency has to be chosen
  • And the Corporate ID number goes under 'Corporate ID'Corporate ID
    • The Corporate ID has to be filled out - This number is what connects the customer in Godo to the correct customer in DK - If it is not filled out you will get error messages.
    • If the customer does not have a Corp ID/Kennitala, you can make up a 10 digit number. 
    • The Corporate ID cannot have dashes '-' letters or symbols
    • For properties that use Regla accounting system, it is important to start the 10 digit code with 99 and following any 8 other digits, for example: 9912341234
    • Never use the same ID number for more than 1 Customer