Expenses and Discounts

Add Expense/Discount to be Paid by Customer

1. Search for the Customer/Booking/Account.

2. In the Customer Folio screen, with Accounts tab selected, click to highlight the particular account you wish to add an expense/discount to.

3. Click on the "Add Expense/Discount" button from the left hand menu.

4. In the pop-up window, click to select either Expense or Discount.

5. Select By Customer.

6. Select the Expense Code from the drop down list. (SEE ALSO Enter/Edit Expense Codes for further information on setting up Expense Codes in Manage)

7. Enter any additional information about this expense in the Notes field.

8. Enter the Amount to be charged.

9. Click on the "Confirm" button.

Details of this Expense/Discount will be displayed when the Customer tab is selected within the Customer Folio. The value will be included in the amount owing by the Customer.

Add Expense/Discount to be Paid by/Charged to Agent

1. Search for the Customer/Booking/Account.

2. In the Customer Folio screen, with Accounts tab selected, click to highlight the particular account you wish to add an expense/discount to.

3. Click on the Add Expense/Discount button from the left hand menu.

4. In the pop-up dialogue box, click to select either Expense or Discount.

5. Select By Agent.

6. Select the Expense Code from the drop down list. (SEE ALSO Enter/Edit Expense Codes for further information on setting up Expense Codes in Manage)

7. Enter any additional information about this expense in the Notes field.

8. Enter the Amount to be charged.

9. Click on the "Confirm" button.

Details of this Expense/Discount will be displayed when the Agent tab is selected within the Customer Folio. The value will be included in the amount owing by the Agent.

Edit an Expense or Discount

1. In the Customer Folio screen, with Accounts tab selected, click to highlight the required account.

2. Click either the Customer or Agent tab to locate the expense/discount to be edited.

3. Right click on the relevant expense/discount and select Edit Expense/Discount. (NOTE: It is not possible to edit an Expense if it has been paid. In this case it is necessary to click  Reverse Expense/Discount.)

4. Make required changes in the pop-up dialogue box.

5. Click on the "Confirm" button.

Delete an Expense or Discount

1. In the Customer Folio screen, with Accounts tab selected, click to highlight the required account.

2. Click either the Customer or Agent tab to locate the expense/discount to be deleted.

3. Right click on the relevant payment/refund and select Delete Expense/Discount. (NOTE: It is not possible to delete an Expense if it has been paid. In this case it is necessary to click  Reverse Expense/Discount.)

4. Click on the "Confirm" button.