This article will take you through global default account settings in RMS for the Bill To feature.
From any screen within RMS 9
Click once on Setup on the Navigation bar
Choose Accounting from the list
Choose Accounting Options from the sub list
Select the Account Tab at the top of the screen
Default Bill To settings are the global default for all accounts in your system.
Even though you set a default from this screen the setting can still be changed on a reservation by reservation basis.
In most cases the default is left as Guest, then changed as required on the Reservation Account Screen.
The Bill To feature on RMS accounts has two fundamental actions, the first is A/R Accounts, the second is to determine the contact details that will appear for the guest on the Statements, Tax Invoices and Receipts.
Bill To options include Company, Group Name, Guest and Travel Agent.
If you have chosen to use the A/R Accounts feature of RMS, the Bill To setting will determine where account balances are transferred to when a Tax Invoice is generated. (CLICK HERE to learn more about A/R Accounts settings).
Even if you are not using A/R Accounts the Bill To field will determine what contact details are shown on the Statements, Tax Invoices and Receipts. For Example, if Bill To is set to Guest it will use the guests information to complete the contact details, however, if the Bill to is set to Travel Agent it will use the contact information for the Travel Agent associated to the reservation.