Editing Payer details using Folio Wizard
- Select Front Desk > Guest Stay. The Guest Stay screen is displayed.
- Click the Folio tab.
- Select Actions > Folio > Folio Wizard. The Folio Wizard screen is displayed.
-
Click the Payer icon for the
selected Folio type. The
Payer window is displayed.
Note: By default, the details of the Payer are populated based on the details specified on the Tax Invoicing tab. However, you can modify the values.
- Specify this information:
- Payer
- The account number of the Payer type used for payment.
- Name
- The name of the payer.Note:
- You can click New to create the payer profile on the Guest Profile screen.
- The Guest Search option is enabled only if the Payer is set to Guest.
- Contact
- The contact information of the payer.
- e – Invoicing Partner ID
- A unique code to identify the e – Invoicing partner.
- Residence Type
- The type of residence that is applicable to the payer.
- Add/ Update Profile
- Select this check box to add or modify the details of the
payer on the selected Payer profile.Note: Click Yes, to save the details in the respective profile.
- Address Type
- The address of the payer. Possible values:
- Billing Address
- Business
- Company
- Home
- Payer Fiscal Code
- The code to save the fiscal information of the payer.
- Private Person
- Select this check box to indicate that the payer is an individual person.Note: This is applicable for Hungary Online Invoicing NAV.
- Click Submit.