Edit City Ledger Direct Billing Invoices Text (Cloud)

Edit City Ledger Direct Billing Invoices Text (Cloud)

Direct Billing invoices can include custom text that appears below the invoice details and totals on the printed document. This area is commonly used for payment instructions, account information, billing reminders, or other messages that should accompany the invoice. Updating the Direct Billing Invoice Text allows properties to include consistent information on every Direct Billing invoice generated by Visual Matrix.
For a visual reference showing where this text appears on the invoice, see: Understanding Direct Billing and Travel Agent Document Layouts (Cloud).
Path: Management > Property Settings > Forms

Instructions

Use this setting to customize the text that appears on Direct Billing invoices.

1. In the lower-left section of the page, locate Direct Billing Invoice.
2. Click View.



3. Enter or update the text that should appear on Direct Billing invoices.
4. Click Save in the City Ledger Invoice pop-up window.



5. Click Save on the Forms page to apply the changes.


Idea
Generate or reprint a Direct Billing invoice to verify the results.
Info
This text is specific to Direct Billing invoices and does not appear on:
City Ledger Statements.
Travel Agent Statements.
Notes
Common uses include:
  1. Payment instructions.
  2. Billing reminders.
  3. Account-specific messaging.
  4. Contact information.
  5. Invoice notices.

Still Need Help With This Topic?

Ask Yourself:
  1. Did you save the changes after updating the invoice text?
  2. Are you reviewing a newly generated or reprinted invoice?
  3. Does the updated text appear on the invoice?
  4. Was the text entered into the Direct Billing Invoice field?
Support May Ask You:
  1. What text are you expecting to appear on the invoice?
  2. Does the issue affect all Direct Billing invoices?
  3. When was the invoice text last updated?
  4. Can you provide a sample invoice showing the issue?

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