HotelTime offers a useful overview of all advance payments (Deposit invoices and Gift vouchers) that have not yet been used to settle accounts.
The report is available form the main menu through Accounting --> Overviews --> Deposit and GC ledger
Available filters:
- Invoice for book year: year, which deposit invoice was issued in (some current reservations can be linked-to deposit invoices issued in the previous year)
- Filter by document type: Deposit Invoice or Gift certificate
- Invoice number: If you have a specific reference number of the document
- Customer: Name of the guest/reservation owner, deposit invoice was issued to
- Invoice status: to widen your search use (all)
- Display:
- Linked to cancelled accounts
- Linked to active accounts
- Without link
The overview enables you to:
- open Deposit Invoice or Gift certificate by clicking on the invoice number
- check the column Connected to and see if the deposit is linked to reservation or post master. You can open the respective reservation/post master by clicking on the link in the column.
Useful tip:
Send gift voucher to guests and focus on guest experiences! It is great, when guest will receive small gift to birthday. Check out for birthdays on CRM - Birthdays.
Set up your own validity period for gift vouchers.