Create a New City Ledger Account (Desktop) 🎥
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Path: Accounting > City Ledger > City Ledger
1. Click "Add New" in the Company Address section.
2. Enter the Account number of your choice (Numbers or Letters can be used).
3. Enter an Address for the Account.
4. Enter the Billing address for the New Account.
5. Choose if the account is allowed to bill ALL Charges or Room and Tax only. This setting will not prevent any wrong billing. It will display a popup message at the moment of the billing to remind that the account is only for room and tax billing.
6. Select Yes or No Rate to input a specific Override Rate for this Account to use on Weekdays and Weekends instead of the Regular Base Rates.
7. Select Yes or Not to set the rate Private and hide rates from Guests Registration Cards.
8. Select Yes or Not to set the rate tax exempt and click "Exempt" to enter Tax Exemptions for the Account.
9. Select Yes or No to email invoices instead of printing them. Invoices will be emailed to the primary contact of the account.
10. Choose the language preference for the account.
11. Select Yes or No to activate the account.
12. Enter the primary contact's information for the account, email to receive invoices (if option checked) and phone number.
13. Select a credit term from the dropdown for the account parameters.
14. Set a discount rate and time-frame for discounts (within days), if applicable. This setting will not apply a discount automatically, it is an informative setting.
15. Enter the Credit Limit for the Account (this must be a figure more than Zero to avoid Errors/Messages from the system when billing).
16. Enter the names of the persons who can book reservations under this account (one entry minimum).
17. Enter any additional comments for the account.
Require assistance with that article?
- Which account/invoice are you working with?
- Any confirmation number to associate with this invoice/account?
- What do we need to assist with?
- Is there an error/message? If so, what error/message and what are we doing when this error/message appears?
Providing responses to the following questions in your ticket could expedite your resolution.