To be able to comment on an invoice that has been raised in the RMS's A/R payment area
This would enable us to include remarks for our Accounts team, enabling them to easily add direct payments in the appropriate RMS area.
Many of our group reservations are paid for by invoice; for instance, they pay a deposit, which our accounts team enters into the A/R. The group then makes a change, so we have to cancel that invoice and issue a new one. This creates confusion because it doesn't reflect the amount they have previously paid.
Another issue is that when they have paid in full and then modify the reservation, we have to cancel the invoices once more and transfer the money that was entered into A/R to the general area so that the entire payment is displayed.
It would be easier for our accounts team if we could leave a comment on the invoice so they can notice this. Additionally, our Accounts Team does not notice the notes in RMS directing them to allocate payment to the General part because they post via A/R posting.
Creat by: Geometry Dash Subzero
Phillip Sanders
shared this idea
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Serena
commented
This would allow us to add comments for our Accounts team so they can seamlessly add direct payments in the correct section of RMS.
We have a lot of group bookings that pay for their booking via invoice, so for example they pay their deposit which is entered by our accounts team into the A/R. Then the group makes a change, so we have to cancel that invoice and reissue a new one, however as it doesn’t show their amount they’ve already paid it causes confusion.
Another problem is when they’ve paid full and then made changes to the booking, we again need to cancel the invoices and move across the payment entered into A/R to the general section so it then shows all the payment laid out.
If we could make a comment on the invoice so our accounts team could see this, that would be more seamless for them. Further to, as our Accounts Team post via A/R posting they don’t see the notes in RMS stating for them to allocate payment to the General section.