Reservation Invoice Rate Override Instructions

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Overview

This document provides a step-by-step guide on how to override a rate for a reservation.

Prerequisites

  • Access to the reservation system.
  • Necessary permissions to modify reservation details.

Steps

  1. Enter Reservation Details
    - Enter the details for the reservation.
    - Before submitting, navigate to the "Charges/Payments" tab for that reservation.
  2. Modify Invoice
    - In the "Charges/Payments" tab, locate the blue "charge" link under the "Invoice #" column.
    - Click "Change".
  3. Adjust Rate
    - Change the labels and amounts to reflect the desired rate.
    - Enter a comment at the bottom explaining the reason for the rate change.
  4. Submit Changes
    - Click "Submit" and then "Close".
    - Continue making any additional changes to the reservation as needed or simply submit.

Troubleshooting

  • Existing Reservations
  • If the reservation is already created, it must be recalculated before submitting. Go to the "Charges/Payments" tab and follow from Step 2.
  • Recalculation Options
  • Option A: Click the "Recalc" button if enabled for your business. It is located in the Guest Folio.
  • Option B: Change the Rate Group or Unit Type and then change back to initiate a recalculation.