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Creating a Room Booking Bill

With the Room Bookings Pro Edition you can track and manage billings pertaining to room bookings, activities, and catering. Once you have added the fees to your account, you can create invoices to bill for room bookings.

Setting the Billing Mode

When creating a room booking bill you must select a Billing Mode to tell the system how the charges will be applied.

 

  • Access the room booking details either through search or the calendar.
  • Click on the Billing tab to define in detail exactly how the event should be billed.
  • Check the Billable box.

 

 

  • Define your billing mode as either Per Attendee, Host, or Department.

Per Attendee Mode

This mode is common for some resident activities where there are fees for participation and catering costs. In the Per Attendee mode, all residents on the Attendee tab who were marked as attended will get individual bills.

  • Check the Include Staff box to also create a bill for any staff members who attended.
  • Check the Also Bill Ad-hoc Attendees box to create a bill for family, caregivers, or additional people who have attended.
  • The Bill Cancelled/No Show Attendees checkbox overrides the default of only creating bills for those who attended. If you want to create a bill for those who cancelled their sign up or for those who just didn't show, use this option. It's typical that you'd have a specific cancellation fee established to charge in these cases.

 

Host Mode

In this mode, you can choose one person who is responsible for the bill. The person must be an attendee. A great example would be if a resident is throwing a surprise party for his wife in the private dining room. He would get charged as the host, and pay any costs for room fees or catering.

  • Select the attendee from the Bill To drop down.
  • Click Add.

 

Department Mode

Use this mode when the fees are coming out of a specific department budget. For example, catering charging fees to the Maintenance department for providing lunch and refreshments to all staff attending an on-site training session. *Note: When in department mode, TheWorxHub doesn't require attendees on the attendee tab, you can just pick a department and contact on the fly when creating the bill.

  • Select the Department name from the drop down.
  • Select a Staff contact for the department.
  • Click Save.

 

Creating a Bill for an Attendee, Host, or Department

If you have set any charges to always be included by default, those charges will automatically show on Billings tab. You can also add additional charges to the bill when needed.

  • Once you have selected your billing mode and the responsible party for the invoice, click the Add New Charge link in the Bill To section.
  • In the Add Billable Items pop-up, select the checkboxes for the Internal or External Rates for all the charges you wish to include on the bill.

  • Click Add.

 

 

  • If the charges apply to all attendees, you can click Apply to All to replicate this bill.
  • If you need to edit individual prices, billing codes or event quantities, you can edit each of those items before applying.

  • Click Save to save the changes on the Billing tab.

 

Exporting Invoices

Once your invoices have been saved, they will be listed on your Room Bookings Dashboard. You can then export them to Accounting for processing.

 

  • Click on the Home tab and then on Overview.
  • Select the Room Bookings tab to view the Room Bookings Dashboard.
  • Click on the Room Booking Billings tab on the left side of the screen.

 

 

  • Check the boxes next to the events you need to export. If you need to export them all, click Select All at the top of the list.
  • Click the arrow next to the Export link and select the export option you'd like to use.
  • Once you have successfully exported the invoices, be sure to click the Mark as Sent to Accounting link that appears when you hover over the event. This removes the event from the Room Booking Billings list in order to make room for the next month's billings.

 

 

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