Adding a billing profile to a booking agency profile

You use the Billing Profile tab to set the default guarantee type for a booking agency. 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 a booking agency profile:

Select Profiles > Booking Agency Profiles.
On the List View tab, select a booking agency profile and click the Billing Profiletab.
Select a Guarantee Type, then do one of the following:
- Expand the A/R Account section and then specify an A/R account. The fields in the section will be filled with information from the A/R account specified.
- In the Payment Card Details, specify the information that you require then click Save. See additional details about these fields:
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.