Home > RMS9 > Accounts > Applying Periodic Charges

Applying Periodic Charges

Overview

This article will take you through the steps to apply a periodic charge to an account.

Goal

Periodic charges are used to apply miscellaneous charges to a guest or reservation account which span over a date range, these charges would be for services that you offer and sell which are not included within a guests tariff, they may include the below;

Daily Newspaper Delivery

Cooked or Continental Breakfast

Hire items

Periodic Charge vs Sundry Charge

You may wonder why RMS has two different ways to apply a charge to an account, below is an example of the difference between a Periodic charge and a Sundry charge when applied to an account.

SundryvsPeriodic.jpg

Periodic and Sundry charges in effect give the same result, however, the way they appear on an account is different.

In the screen shot above the first charge is a sundry charge for 2 Daily Newspapers.

The second charge is a periodic charge for 2 Daily Newspapers.  Using Periodic charges allows you to show a date range that the charge is to apply to.

Steps

First Step

Begin by opening the account you wish to apply the charge to.

Using the tabs along the top of the account screen ensure that you are on the account type you wish to apply the charge to.

ResAccountTabs.jpg

Periodic Charge Icon

At the top of the account you will find an icon as shown below, click this icon once to apply a Periodic charge.

PeriodicChargeIcon.jpg

Second Step

Once you have chosen the icon in Step One the below Periodic Charge Details screen will appear.

PeriodicCharges.jpg

To apply the charge in question you can use one of the following two options or a combination of depending on the charge you wish to apply.

Most Frequently Used Sundries

The top section of the screen will show the 'Most Frequently Used Sundries' for your property.

If the periodic charge you wish to apply is shown in this area, the unit price is correct and you do not wish to change the date for the charge you wish to apply you can simply double-click on the entry at the top of the screen and RMS will apply the periodic charge to the account for you.

HOWEVER

If the periodic charge you wish to apply is shown and you wish to change the Unit Price or Dates, simply click once on the entry, this will then auto fill the bottom of the screen for you, from here you can choose to change the quantity, change the Nightly Rate, change the Start and or select Total Period before applying the charge to the account.

Periodic Charge Description Drop Down

If the periodic charge you wish to apply does not exist in the 'Most Frequently Used Sundries' section you can instead use the description drop down field to select the sundry you wish to use.

PeriodicCharges2.jpg

Once you have selected the correct charge from the list you may choose to change the quantity, change the Nightly Rate, change the Start and or select Total Period before applying the charge to the account.

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

Related

Applying Sundry Charges
This article will take you through the steps to apply a sundry charge to an account.
Voiding Charges
Explains how to complete a self-paced learning exercise using a feature in the product.



 

You must to post a comment.
Last modified
09:20, 17 Oct 2013

Tags

Classifications

This page has no classifications.
For support assistance with this article, click once on the Live Support image below
 
btn_LS_on.png