- Edit a reservation.
- In the Documents field find the Vouchers label and click Create.
NOTE: This option is available depending on reservation status.
- The Creating document window will appear.
- Define parameters
Document date – The date of the document
Language – Select languages this document will be created on
Group documents per accommodation objects – If you have three hotel rooms booked in the same hotel on a same reservation and check this option, one voucher with information about all three rooms will be displayed on the document.
Group by supplier – If you have three hotel rooms booked in different hotels, but with same supplier, on a same reservation and check this option, one voucher with information about all three rooms will be displayed on the document. If you uncheck this option for the same situation, three vouchers will be created, one for each room.
NOTE: If selected, the Group documents per accommodation objects option will be automatically unselected
HINT: If you uncheck both upper options for the same situation, three vouchers will be created, one for each room.
Show persons – Display persons names on voucher
Show number of persons – Display the number of persons on voucher
Custom fields – Create one or more custom fields that will be displayed on the voucher
Show comment only – If selected, only the comment and the total amount will be displayed on the voucher, instead of services from the reservation
NOTE: If you select this option, the price will not be shown.
Comment – a comment that will be displayed on the document
Show persons names on Voucher for additional service – Display names of persons on Voucher
- Click Create button to create the offer or click Preview button to view it before creation in order to see how the document will look like.
NOTE: Depending on the number of suppliers and the Group document per accommodation objects, more than one voucher can be created for a single reservation. In order to view all created vouchers, click the List option next to the Voucher label.
NOTE: A voucher is created for each supplier that provides any service on this reservation. Suppliers must be defined for each accommodation or tour, but specific suppliers can also be defined for any additional service.
Create custom voucher for a reservation item
- Edit a reservation.
- Choose the Voucher description icon in the reservation items grid.
- The Voucher description window will appear.
- Enter text.
- Click OK to save the changes.
Number of vouchers created
The number of vouchers created for each reservation depends on number of different accommodation objects on reservation. If there is only 1 accommodation object then only 1 voucher will be created.
If there is more than 1 accommodation object on a reservation, number of vouchers that will be created is equal to the number of different accommodation objects.
Creating voucher for additional services
If you would like to create a voucher for an additional service, not just for accommodation object, the service that you add to a reservation has to have a different supplier than accommodation object.
Supplier of a service can be defined when entering ad-hoc services on reservation or when defining price list of additional services (on the travel product price list).