Sales & Mktg City Ledger Profile (Cloud) 🎥
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As you
navigate through this screen of the City Ledger aspect of Sales
and Marketing there is a sidebar menu to the left that lets you
know what portion of the City Ledger tab you are in. This
portion is as noted, under Company Address. Key points of this
section. You can see the Name and Address of a particular
company that has direct bill privileges.
Billing
Information
The sidebar menu
indicates we are in the Billing Information of the the screen.
This will provide information regarding the extent of the direct
billing privileges. The two options are
as follows: All (room and tax, incidentals, meals, etc.) or Room
and Tax only. What is not seen on
this screen but is visible on the Accounting side are things
such as the status of the aging balance; current, 30 days, 60
days, 90 days, and the total balance, a language option,
and how to send out invoices such as
email. Key points of this
section. Direct bill allowances and status.
Contact
Information
The sidebar menu
indicates we are in the Contact Information part of the screen.
This will provide a key point of contact for billing issues,
updates, and any changes within the Direct Bill
agreement. There are fields for
the name, phone number, and email of the contact. Key points of this
section. Primary contact at the company for billing privileges
and any changes.
Credit
Information
The sidebar menu
indicates that we are in the Credit Information
field. Drop-down window allows
for seeing the terms of credit extension. You can also
see the discount % if any are applicable for the account Key points of this
section. Terms of the agreement for payment expectation and
the credit limit extended.
Authorized
to Book
The sidebar menu
indicates that we are in the Authorized to Book
field. Up to three names
can be listed to authorized Direct Billing for
payment. Key points of this
section. Names of the individuals who can make the reservation
and authorize the direct billing for payment.
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