Have you ever looked at a Booking and not remembered if you sent a Client’s Final Payment Invoice?
Never wonder again when you use the Pending and Final Payment Reports within AgentMate, especially when you consider it is less a report an more an interactive module. Utilizing this function allows you to filter out any bookings that are already paid in full or that have already been sent a Final Payment Notice; a record of each send is also documented within the Client Profile’s communication history.
Best Practice from the Field: Send Final Payment Notices 2 weeks before they are due and the week after they are due resend all Notices where payment has not yet been collected.
Please Note: It is recommended to always use the “Print (include All Passengers)” and “Preview Each” options because these options are designed to handle special features such as Single Guest Accounting and Linked Reservations.
