Customer Invoices and Receipts for Wholesale Agent Bookings
Purpose
When a booking is made for a Wholesale Agent, the customer Invoices and Receipts will not show the daily rental rates. They will show the balance due. Aside from this, you are able to customise the other information that appears on the Invoices and Receipts for each individual Agency and Agency Branch. This allows for the personalisation of each Wholesale Agent, depending on their payment methods and preferences.
Making a Wholesale Agent
1. Go to System Setup >> Agencies
2. You can either create a new agency by selecting "Add Agencies" or update an existing one by selecting the red Agency Code
3. After filling in any required information, set the flag for Wholesale Agent to "Yes" and press "Submit."
When the agency is not a Wholesale Agent, the customer invoice will contain all the information of a normal invoice.
Displaying Insurance, Extra Fees and Balance
The following flags are only relevant for bookings for a Wholesale Agent. They appear on the Agent Screen underneath the Whole Agent flag.
When every flag is set to "Yes," the customer invoices will display the information for the Insurances, Extra fees and the Balance in the same manner as a booking which is not a wholesale agent booking. However, the daily rental rate is not displayed, it only shows the calculated total Rental Fees.
When the Display Insurance on Documents flag is set to "No," the Customer Invoice will appear as shown below. The name of the insurance is still displayed, but it will show a blank space instead of the cost and this amount will not be included in the Total Cost of Rental. However, the balance due will remain the same.
The same this happens to all the extra fees when the Display Extra Fees on Documents flag is set to "No."
When the Display Balance for Wholesale flag is set to "No," then the invoice will not display the field "Total Cost of Rental".
Displaying Rental Total
The flag that controls whether the Rental Fees Total is displayed, is separate from the others as it is applied to each individual Agency Branch, instead of the Agency. You can access it by:
1. Selecting "Branches" for the Agency you wish to change or going to the Agency Branches tab and searching for this Agency:
2. Select the red Branch Name on the branch you wish to update.
3. Set the flag Show Only Total Rate to "Yes" then press "Submit."
When this flag is set to "No," the number of rental days will still be displayed, but it will not show the total cost of the Rental Fees. As with the other options, this cost will not be included in the Total Cost of Rental.
Information on Invoices And Receipts
Any combination of these flags can be used to get the desired invoice and receipt structure for each Agency and Agency Branch. If all of these flags are set to "No" then the only values that will show on the invoice and receipt are the number of rental days and the Balance Due.
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