Related Question:
How do I show the total revenue of Guestrooms, Line Items and all taxes and fees on a Contract or Proposal?
Can I add taxes to the Group Blocks on the Quote?
Can I get lodging to show up in the Menu Item Element?
Answer:
To show Guestroom Revenue & its taxes on a document, you first need to create an Invoice with the Guestrooms. Once this has been done, the Invoice can be linked to the Document.
Open/Create the Document you would like to add the Guestroom Revenue and taxes too
Locate the section labelled 'Linked Invoice' and click the green +New Invoice button
Choose Invoice and click 'Next'
Create an Invoice as you usually would (choosing Billed to and filling out the relevant information) then click 'Save'
Click the dropdown arrow for the Invoice now connected in the section 'Linked Invoice'
Click + Add Booking Items
If you only want to summarize the Guestroom Revenue and taxes total choose one of the top two Group Items. Either Blocked or Picked Up. You cannot pick both
If you would like to include a full summary of the total Revenue of the entire Booking and the Group Block with taxes and fees then choose one option from the Group Item and select all Menu Items using the top check box
Ensure the Group Block on the Invoice has the appropriate taxes and fees applied to it
On the Document decide where you would like to show the Revenue Total and drag and drop a Menu Item Element to that location
Double-click on the Element to open the settings
Choose the Menu Item Source as Invoice
Untick all of the Line Item Options and tick all of the Summary Options you wish to show
If you chose option A above and only want to show the Total Revenue of the Group Block plus taxes. This summary now reflects that
If you chose option B above to show the Total Revenue of all items and the Guest Block and any taxes and fees. This summary now reflects that
If you plan on using this method regularly, we advise saving the Document Template to facilitate future use.
Important! Guest room taxes cannot be calculated on a Connected Invoice. You must use a standard Invoice.
Your Admin User should have Taxes set up to automatically apply to Guestrooms, this way you do not need to manually select taxes each time.