Stayntouch PMS How To Automatically Send Invoices To Company/Travel Agent At Check-Out
To automatically send an invoice to a Company or Travel Agent during direct bill check-out, you need to enable EMAIL BILL ON CHECK-OUT from Settings > Hotel & Staff > Stationery > Invoices > Guest Invoice.
The reservation should have billing information set up for a Company or Travel Agent with an A/R account. The payment method should be set to Direct Bill.
The A/R account for the Company or Travel Agent should be configured with an email address for the main contact.
On this page, there are three email address fields. The main E-MAIL ADDRESS field is next to the FAX field.
When checking out the reservation, click the red CHECK OUT button. Please note, if the reservation is checked out without settlement, the email will not be automatically sent to anymore. To ensure the invoice is sent automatically to the Company or Travel Agent, you'll need to select the EMAIL BILL #3 TO COMPANY/TRAVEL AGENT EMAIL checkbox.
Once sent, this will be recorded in the Activity Log.
NOTE: Invoices sent like this may end up in spam inboxes. We recommend sending a follow-up to the customer to verify they received the invoice.