This article will take you through the steps to apply a periodic charge to an account.
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
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.
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.
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.
Once you have chosen the icon in Step One the below Periodic Charge Details screen will appear.
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.
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.
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.
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.
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.
To make it even easier to see what transactions have been applied to the account we have included a color legend for Transaction Types.
|Refundable Charge including partial and full refund|