Billing - Make Group Billing Mandatory
As we all know, the default scenario when the payment method in a trip is set to “Account” is to create a separate invoice in QuickBooks for each trip. In order to put multiple trips on one invoice, you have to use the “Group Billing” feature.
In order to have a trip billed to a billing group, you have to make sure that billing group is selected in the payment method of each trip. If not, the trip will stand alone and go directly to QuickBooks when it is closed.
Fortunately, there is an easy way to make sure that reservationists don’t forget. Simply launch Maintenance and navigate to Maintain…Accounts…Account…Groups.
In order to have a trip billed to a billing group, you have to make sure that billing group is selected in the payment method of each trip. If not, the trip will stand alone and go directly to QuickBooks when it is closed.
Fortunately, there is an easy way to make sure that reservationists don’t forget. Simply launch Maintenance and navigate to Maintain…Accounts…Account…Groups.
When there, simply click on the button labeled “Mandatory” button.
That opens a window that shows all billing accounts with at least one group billing option. Make sure there is a checkmark next to all the billing accounts for which you want to make the billing account group required, and click apply.
Now, when you select the billing account in the payment method screen, and forget to select the Account Group, you will get a prompt that reminds you (and you can’t get out of that screen until you select one.)