Creating Invoices for external clients
As promised here is the video with the 2 issues that our reception team will be delighted with if they are improved :)
The first one: when creating invoices, see timecode 1:17, Pam needs to highlight and copy the booking reference number from that booking on the dashboard tab for that booking, she then needs to go to the billing tab and manually paste the number so then the invoice can be generated for the customer. Now imagine having to do this for every single booking every day. On friday she will need to do this over 120 times, this is obviously incredibly time consuming. The request will be to please add that number automatically to the billing section without having to copy and paste it. Saving us time and Pam will be very happy with you guys.
The second one: this one is related to the book for someone else feature recently implemented on to Mews which is great but unfortunately when a booking is made like this, it adds the person who it booked instead of who it was booked for, see timecode 1.45 in this case the booking is for Denis Avis but when you go in to the dashboard tab there is nothing added to that booking, so in order to rectify it, we need to manually add it. When searching for the booking number on the search results you get a totally different name (the person who booked it and not who it is for) for that booking number, once found it shows different information to what it was showing initially. After its moved (see video) the invoice will be marked as done even though its not, an invoice still needs to be created. for more detailed information see the video.