Sales & Marketing City Ledger Profile (Desktop) 🎥

Sales & Marketing City Ledger Profile (Desktop) 🎥



Path: Sales and Marketing > City Ledger.

The City Ledger in Sales and Marketing provides various sections of information for clients that have Direct Billing privileges.

To remember how to create a City Ledger account: Create a City Ledger Account (Desktop)

The City Ledger profile in Sales & Marketing is divided into 6 sections:
1- Company address
2- Contact Information
3- Billing Address
4- Billing Information
5- Credit Information
6- Authorized to Book

Access the list of all City Ledger accounts by clicking on "Account Listing" on the left.



1- Company Address

Key points of this section. You can see the Name and Address of a particular company that has direct bill privileges.



2- Contact Information

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.



3- Billing Address

Key points of this section. Address where the City Ledger will be billed.



4- Billing Information

The two options are as follows: All (room and tax, incidentals, meals, etc.) or Room and Tax only.
Key points of this section. Direct bill allowances and status.



5- Credit Information 

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



6- Authorized to Book

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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