Setting parameters to email a guest pro forma invoice

  1. Select Front Desk > Guest Stay. The Guest Stay screen is displayed.
  2. Click the Print Documents icon. The list of possible options is displayed.
  3. Select the Pro Forma option. The Parameter window is displayed with details such as property, guest name and confirmation number.
  4. Specify this information in the Proforma Parameters section:
    Start Date
    The start date of the guest stay.
    End Date
    The end date of the guest stay.
    Invoice Recipient
    The recipient of the invoice to whom the report is sent.
    Note: By default, this field is set to GUEST.
    Include Property Bank Data
    Select this check box to include the bank data such as name of the bank account, bank details in the pro forma invoice.
    Note: If the FISCAL property parameter is set to JP, this check box is not displayed.
    Include Deposit Data
    Select this check box to include the deposit related data in the pro forma invoice.
    Note: If the FISCAL property parameter is set to JP, this check box is not displayed.
    Include Guarantee Policy
    Select this check box to include the Guarantee policy data in the pro forma invoice.
    Include Logo
    Select this check box to include the logo of the property.
    Note: If the FISCAL property parameter is set to JP, this check box is not displayed.
    Include AR Remittance Address
    Select this check box to include the AR Remittance address in the pro forma invoice.
    Include Cancellation Fee Policy
    Select this check box to include the Cancellation fee policy in the pro forma invoice.
    Indicate Deducted Consumption Tax
    Select this check box to include the deducted consumption tax amount in the pro forma invoice.
    Note: This check box is displayed only if the FISCAL property parameter is set to JP.
  5. Click Submit .