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    Setup Mandatory Tax Invoice for Check-out

    Setup to not allow check-out when no Tax Invoice has been generated on the account in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Reservations' tab.
    3. Select the checkbox 'Don't allow Check Out if Tax Invoice not Generated on All Charges'.
    4. Optional: Select the checkbox 'Include Receipts'.
    5. Save/Exit.

    Info

    Selecting 'Include Receipts' will prevent a reservation being departed if a Receipt is posted to the account and a Tax Invoice has not been generated.

    Properties not setup to display Receipts on the Tax Invoice can leave this option unchecked.

    Visual Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Reservations' tab.

    Select the checkbox 'Don't allow Check Out if Tax Invoice not Generated on All Charges'.

    Optional: Select the checkbox 'Include Receipts'.

    Select 'Save/Exit' to store the changes made.

    A warning preventing departure will display to users when 'Check-out' is selected and no Tax Invoice has been created for transactions on the Reservation Account.




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