Print a Group ProForma Invoice (Cloud)
The proforma invoice offers a nightly rate for all allocated rooms, regardless of their pickup status and the selected guarantee type (All Charges, Room & Tax, or None). It's important to note that it can only be generated before check-in.
Path: Front Office > Group > Search > Open a Group Reservation
1. In the toolbox, click "Proforma".
2. The proforma will reflect the total number of rooms allocated, whether they are picked up or remaining.
When Packages are utilized, the accounting code for the package will be shown instead of the room charge code (RC).
3. In contrast to the "Summary of Charges" which displays all picked-up allocations exclusively to groups with a "All Charges" or "Room & Tax" guarantee type.
4. After all remaining allocations are dropped, you have the option to align the proforma with the picked-up allocations by clicking on "Reinstate" next to the "Alloc Drop Type/Days" field in the "Stay Details" section. This action will ensure that even if the non-picked-up allocations have already been reinstated in the general inventory, they will be entirely removed from the group, thereby ensuring that the proforma matches the group allocation.
5. The message below clarifies the forthcoming action, indicating that any non-picked-up allocation that has already been dropped will be completely removed from the group. Please click "Yes" to confirm.
If additional rooms are required, you will need to reinstate the drop date and add the necessary allocations before picking them up.
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