Page Comparison

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1. From the distribution channel in the Channel Manager
   When you are working with the details of a distribution channel already, it is likely that you already have the distribution channel in front of you in the channel manager. If you want to invoice one single linear reservation for this channel, then it is the best to use this flow

   1. Go to the ‘Allotments’ section

   2. Use the filters to find the allotment belonging to the linear reservation that you want to invoice

   3. Select the allotment by clicking on the row

   4. A side panel will open with the details of the allotment with a section about the linear contracted rate reservation

   5. Click on the reservation number of the linear contracted rate reservation

   6. The linear contracted rate reservation will now open in the reservation manager

   7. If the reservation isn’t invoiced yet, the status will be ‘provisional’ and at the overview page, there will be a button ‘Confirm and generate invoices’

   8. Press that button. It will change the reservation status to ‘Checked out’ and a background process will be triggered to generate the invoices

   9. Go to the ‘Finance’ tab in the reservation

   10. Scroll down to the Invoices section and there you can find the generated invoices
       Please note that the invoices are generated in a background process, it might take a short time for them to become available.

2. From the Reservation manager, using search reservations (can be done in bulk)
   This process/flow is very useful when you want to generate more than one invoice at once, for example in the beginning of the fiscal year / January, if you want to generate all invoices for the stays in that year at once. To be able to do that follow this flow:

   1. Go to the 'Reservation Manager'

   2. Open the ‘Search reservation' module

   3. Use the filters to find the appropriate reservations

      1. Make sure to always search with the reservation status ‘provisional’ otherwise the change status function in the bulk update won’t be available

      2. Make sure to include the reservation type ‘linear’ in your filter to easily find the linear contracted rate reservations
         Please note: if you don’t have this reservation type in your filter list, then this can be a result of the feature flag that is not enabled or that you don’t have permission to see linear reservations.

      3. Optionally, use other filters like the distribution channel(s) and/or arrival/stay dates

   4. When the right set of reservations is found, select them (or a subselect of these that you want to invoice)

   5. Press the ‘More’ button at the bottom of the page

   6. Select ‘Update selected reservation(s)’

   7. Select the action ‘Modify reservation status’

   8. Select the ‘Checked out’ status and finish the wizard

   9. A background process will generate the invoices which can then be found in the ‘Finance’ tab of the selected reservations.

Dependencies & Impacts

Dependencies

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