Adding a billing profile to an organization profile

You use the Billing Profile tab to set the default guarantee type for an organization. Once guarantee types are associated, the information is selectable in the booking process.

Guarantee methods are configured globally on the Configure Guarantee Methods screen, but it is possible to deactivate a global guarantee method for a property on the Maintain Property Settings, Guarantee Methods tab. The global set of Guarantee Method codes will be selectable on the Billing Profiles tab, but only the guarantee methods configured for the property being booked will be selectable in the reservation process.

Each Guarantee Method Code has an associated guarantee requirement. There are two guarantee requirements that activate areas of the screen.

  • Direct Bill: Activates the A/R Account section
  • Credit Card: Activates the Payment Card section.

To add a billing profile to an organization profile:

  1. Select Profiles > Organization Profiles.
  2. On the List View tab, select an organization profile and click the Billing Profiletab.
  3. Select a Guarantee Type
  4. Specify this information in the A/R Account section:
    Property
    The code of the property for a A/R Account. This value is defaulted to the session property. However, you can modify the value.
    A/R Account
    The A/R Account or A/R profile of the specified property.
    Note: 
    • The application populates the details of the Account in the related fields.
    • You can also modify the A/R Account for the specified property.
  5. Specify this information in the Payment Card Details section:
    Preferred
    Optionally, select the card as preferred. Only one card can be set to preferred. The preferred card cannot be set to inactive.
    Status
    The status of the payment card. By default, the status is set to Active. To use the card in the booking process, the status must be set to Active.
    Note: More than one payment card can be added to the billing profile. Only one card can be set as the preferred card. You can set cards that are no longer used to a status of inactive. The preferred card cannot be set to inactive.
  6. Click Save.