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4. Guest Accounts Overview

Overview

This article will take you through an overview of the RMS9 Accounts screen and its features.

Short Video Overview

The accounts screen allows you to apply charges, receipts, expenses and credit notes to a Guest Record.

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Account Screen Breakdown

The RMS9 accounts screen has been designed to allow you to quickly and easily apply charges and credits with increased flexibiity!

ResAccount.jpg

Guest Account Icons

Icons have been supplied along the top of the account allowing you to perform a range of actions including (left to right);

MergeResAccountIcons.jpg

Xfer

Correspondence

Balance Transfer

Receipt

Sundry Charge

Periodic Charge

Create Tariff

Refund

Void charge

Reservse Receipt

Statement

Show/Hide Voided

Cancel Tax Invoice

HINT: When you hover your mouse over an icon a tool tip will appear to tell you what action that icon will perform.

Guest Account Buttons

ResAccountButtons.jpg

Buttons that display at the bottom of the account screen are for those actions which are required more frequently, these include (left to right);

Bill To

Receipt

Sundry Chg

Repeat Chg

Refund

Correspondence - This button will only appear if you have setup correspondence under the Accounting Options screen CLICK HERE to learn how to implement this feature.

Statement

Tax Invoice

Check Out

Exit

 

Account Transaction Colour Legend

To make it even easier to see what transactions have been applied to the account we have included a color legend for Transaction Types.

Transaction Type Colour
Comment
Void
Charge
Receipt
Credit Note
Refundable Charge including partial and full refund

Right Click on Receipts

By right clicking on a receipt ResAccountRightClickReceipt.jpgwhich has been applied to the account you will be presented with a small options screen as shown in the screen shot.

Options available include;

Adding/Changing a Comment

Performing a Refund

Printing/Emailing Statements

Printing/Emailing a Tax Invoice

RePrint/Emailing the Receipt

Send To another account

 

 

 

 

Right Click on Charges

By right clicking on aResAccountRightClickCharge.jpg Charge which has been applied to the account you will be presented with a small options screen as shown in the screen shot.

Options available include;

Adding/Changing a Comment

Voiding the selected Charge

Printing/Emailing Statements

Printing/Emailing a Tax Invoice

Send To another account

 

 

 

 

 

 

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Last modified
08:01, 3 Nov 2014

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