When you create a travel agency or company profile, you can set up default billing rules
Go to the PMS > Administration > Customer/Agency Registry section. From this page, you can create a profile to associate with bookings from these Agencies.
If you also need to define specific billing rules, you can follow the instructions in this article.
On the right side of the screen, at the bottom, the Billing Rules section appears which allows you to set default billing options.
a) Invoice to the agency 📄 By setting this option to Yes, in the Invoices/Receipts section of the booking details, you can decide whether to issue an invoice/receipt for the guest or for the agency: The tax document will be generated taking into account the data entered in the registry.
b) Rate Plan 🍴 Associate a specific rate plan with the profile in question. This will be automatically included in the reservation, if there is not already another rate plan in the reservation details. (e.g., if the reservation comes from a portal with a room type that already has an associated rate plan, it will not be overwritten by these settings)
c - d) Payment conditions and method 💰 These are used to pre-set two of the items that will appear on the invoice.
e) Exclude portal commissions 💯 Set this option to Yes if you want to exclude the Agency's commission percentage from the invoice, thus showing a total amount net of commissions. Set it to No to get the opposite result: the commission will be specified in the invoice on a dedicated line.
f) Commissions 💸 Set the commission percentage for this agency:
g) Commission Policy
Based on what was just mentioned, select one of the three possibilities: Default will follow the configuration saved in the Settings > Payments and Sales Conditions section (in this 👇 case, the commission will be calculated on the gross amount)
VAT already included in commissions
VAT to be added to the customer's invoice
h) Tourist Tax Management You can decide whether to include tourist taxes in the invoice for the agency or not.
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