Recurring Billing for Guest Reservations

Overview

This guide outlines how to apply recurring or future billing to a guest reservation using configured billing policies. This process is commonly used to automate charges for weekly, monthly, or custom billing cycles.

Prerequisites

• Access to the Availability Grid
• Configured billing policies for reservations

Steps

1. Open the Guest Folio

• From the Availability Grid, locate the desired reservation.
• Right-click on the reservation and select Charges/Payments.

2. Access the Billing Options

• Within the Charges/Payments tab:
• On the right-hand side, locate the Billing section below the payment options.
• Click Setup to view the billing policy settings associated with the reservation.
• Click Process to open the Process Rez Billing Policy panel.

3. Select the Billing Period

• In the Process Rez Billing Policies panel:
• Use the calendar or date selector to define how far forward you'd like to apply billing (e.g., next 4 weeks, next month, etc.).
• Click Search to display applicable billing events for the selected timeframe.

4. Review Billing Entries

• Review the dates shown in the Next Post column to confirm they align with the billing period you want to apply.
• If necessary, adjust the date range and search again to include more or fewer billing cycles.

5. Finalize Billing

• Once the billing entries are reviewed, click Process to post the selected charges.

Note: All generated invoices will be automatically confirmed. Be sure to verify the billing dates before processing.

Troubleshooting

This process can be repeated as needed whenever a guest needs to be billed for future periods based on the reservation’s billing policy. It's ideal for streamlining recurring charges such as rent, utilities, or membership fees.