Invoice Routing Rules

In this article

To create a routing rule

To create a folio template

To set routing rule lines

You can create Routing Rules for invoices to route charges to different invoices or to a paymaster for groups.

To create a routing rule

  1. Click the icon, enter Routing Rule List, and select the relevant link.
  2. Click the New action, and fill in the necessary fields.

Note: Enable the Use Header for Routing check box to route all the charges on the reservation to one folio. The Folio Templates list opens automatically and there you can edit the folio. If you do, the routing rule disregards any entries in the Routing Rule Lines. You can also make more advanced routing rules by defining routing rules for specific Item Categories, Special Groups, or Items.

To create a folio template

In the Folio Templates list, fill in these fields:

Field Description
Invoice Type The invoice type for the folio.
  • There are three different invoice groups, Guest, Company, and Paymaster.
  • Company is the invoice associated with the Customer (company) behind the reservation. Yo can modify the customer later on the Reservation Folio card.
  • Paymaster is only used on group reservations and is used to combine payment for all sub-reservations within the group.
Folio No. Identification number for the folio.
Folio Description Description of the folio. Supports reservation parameters to be included automatically: #GroupName, #CompanyName, and #GuestName.
Hide Determines if the folio is hidden in POS or not.

To set routing rule lines

Advanced routing goes through setting routing lines. The Routing Rule Line list in the Routing Rule card has the following fields:

Field Description
Type Supports the types Item, Item Category, and Special Group.
Code Identification of the Item, Item Category, or Special Group.
Description Description of the Item, Item Category, or Special Group. Auto-calculated.
Invoice Type The invoice type of the folio to be assigned.
Folio No. The folio's identification number.
Folio Description Description of the folio template. Auto-calculated.