Bill Immediately Overview for Auto Billing - Coming Soon!

Follow

There are two primary ways auto billing works - billing immediately and billing later with a queue. Billing immediately allows the auto creation of the invoice and payment upon reservation check-in and billing later (overnight, overnight one-day-late, or on a set day of the month) creates a queue of invoices that will bill on the set schedule. 

Bill immediately is typically used when the individual checking in the reservation was previously also creating the invoices. Billing later (overnight, overnight one-day-late, or on a set day of the month) is typically used when a billing admin or someone other than the individual checking the reservation in was previously creating/managing the invoices. 

What does the full reservation to invoice flow look like with auto billing set to bill immediately?

1. The reservation will be checked out as normal.

2. The reservation will be checked in as normal. Hobbs and/or Tach time will be entered.

Screenshot 2024-05-16 at 4.10.20 PM.png

3. If the confirmation modal is enabled in auto billing settings, then the confirmation modal will show a preview of the invoice that is going to be billed upon confirmation.

Permission details - If the user checking in the reservation has the permissions to add invoices then they will be able to edit the invoice and if they have the permission to edit auto generated line items they will be able to make changes to the auto created invoice. If they do not have permission to add invoices then they will not see the edit invoice button.

Cancel or x will not auto bill the invoice and invoice creation the standard way will be needed if the user needs to be billed. 

Confirm will auto bill the invoice and return the user to the reservation check in modal. 

Screenshot 2024-05-16 at 4.10.32 PM.png

4. The automatically created and billed invoice is complete and will process behind the scenes.

The queued invoice could take up to 30 seconds to process based on invoice volume. The user can now move on to the next invoice. 

Screenshot 2024-05-16 at 4.10.51 PM.png

Note: If the invoice fails for any reason, administrators and anyone with the permission "manage auto billing" will get a dashboard notification that an invoice needs attention. 

 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.