Sales & Mktg City Ledger Profile (Cloud) 🎥

Sales & Mktg City Ledger Profile (Cloud) 🎥


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.



    • Related Articles

    • Sales & Mktg City Ledger Export (Cloud) 🎥

      ? Watch Video This collection of data is provided for the City Ledger. Examples of some available filters are as follows: Account #, (one account or all). You can see the total YTD revenue for a particular company once filters are put in place. The ...
    • Sales & Mktg City Ledger Forecast Report (Cloud) 🎥

      ? Watch Video The City Ledger forecast report will display a recap of each City Ledger currently linked to a reservation in the system. Path: Sales & Marketing > Reports > Forecast > City Ledger Generate report 1. Narrow down the report by choosing ...
    • Message "City Ledger Credit Limit Exceeded"

      Why do I have this message? This message will show if you try to post charges in a City Ledger account that has reached its Credit Limit. What is the Credit Limit? The Credit Limit is a pre-set dollar amount for a maximum line of credit. The location ...
    • Sales & Mktg City Ledger History Report (Cloud) 🎥

      ? Watch Video The City Ledger History report will display the number of rooms, revenue generated and ADR for each City Ledger sorted by generated revenue. Path: Sales & Marketing > Reports > History > City Ledger Generate report 1. Narrow down the ...
    • Sales & Mktg Company Profile (Cloud) 🎥

      ? Watch Video Visual Matrix provides the ability to set up, review or edit Company Profiles. Company Profiles help keep records of your business source and revenue contributions and statistics from a particular Company. Path: Sales and ...