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EMS Software, LLC

Billing Multiple Reference and PO Numbers for a Reservation

The following procedure details how to allocate a reservation charge to multiple billing reference numbers; however, by analogy, you can follow this procedure to allocate booking charges or booking detail charges to multiple billing reference numbers and/or PO numbers. 

1. For a selected reservation, open the Billing Reference Allocation tab, and then click Edit. The Billing Reference Allocation dialog box opens. By default, when this dialog box first opens, it displays the charge for the reservation allocated 100% to a single billing reference number placeholder.

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2. Select the billing reference number placeholder, and then click Edit. The Split Billing Add dialog box opens.

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3. Do one of the following:

Enter the billing reference number to which you are allocating the reservation charges, and then click OK. The Split Billing Add dialog box closes. You return to the Billing Reference Allocation dialog box with the newly added billing reference number allocated at 100%. 

Search for a billing reference: click the Search icon emsum_Navigator_image008.png and select a billing reference number from the list, or, enter a search string in the Find field to choose from a list of close matches. The Billing References dialog box closes. You return to the Split Billing Add dialog box with the selected billing reference number displayed in the dialog box. You return to the Billing Reference Allocation dialog box with the selected billing reference number allocated at 100%.

4. Do one of the following

  • To allocate the reservation charges to only this single billing reference number, click OK. The Billing Reference Allocation dialog box closes and you return to the Navigator. The newly added billing reference number, allocated at 100%, is displayed on the Billing Reference Allocation tab.
  • To allocate the reservation charges to multiple billing reference numbers, click NewThe Split Billing Add dialog box opens.

 

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5. Do one of the following:

Enter a Billing Reference number, and then click OK.

Search emsum_Navigator_image008.png for a number by selecting from the list or by keyword, and then click OK

The Split Billing Add dialog box closes. You return to the Billing Reference Allocation dialog box with each of the newly added billing reference numbers displayed with a 0% allocation.

6. Repeat these steps until you have added all the needed billing reference numbers.

7. For each new billing reference number, double-click in the Percent field to select the percent, and then change the percent to the appropriate value. The percentages must add up to 100%.

8. Click OK to close the Billing Reference Allocation dialog box and return to the Billing Reference Allocation tab on the Navigator. All the billing reference numbers and their percent allocations are displayed on the tab.