Ability to send guests billing statement with breakdown of charges without having to create a quote first

Status: Requested 2 Votes
Scott J
Feb 27, 2024 3:57 PM
Joined Mar, 2019 196 posts

From time to time, guests ask me to send them a statement that they can use to get reimbursed or to use for their own business records.

But unless I have created a quote first, I am not able to send them an email with such a statement showing the breakdown of charges. 

So the ability to send guests a billing statement with the breakdown of charges without having to create a quote seems to be a standard feature to have for guest relations.

Alece
Feb 29, 2024 4:57 PM
Joined Jan, 2020 183 posts

I've created a custom email template that accomplishes this. Perhaps that would suit your needs as well? The main field code you're looking for, that displays the chart of charges, is {BCTAB}.

ATA
Feb 29, 2024 7:37 PM
Joined Feb, 2023 26 posts

Thank you! You have just solved a problem we have had for months.

 

Scott J
Mar 1, 2024 12:51 AM
Joined Mar, 2019 196 posts

This is great - thank you very much!