The Charge Routing automatically redirect posted charges to a specified destination, i.e. a booking folio, specified function bill split within the same event or to a different event, ledger folio, Non-Resident Account (NRA) or to Master Accounts.
⚠️ Important:
Charge routing will not route deposits, or payments. Please make sure that these are posted in the correct destination so as not to cause confusion during the billing stage.
Charge routing rules must be set prior to check in for it to work as expected.
To set up charge routing on an event, follow the steps below:
Within your event, select the Billing tab.
📌 Note: Charge routing will only work as required if added prior to event or reservation check in.
Select a pre-set charge routing rule from the drop-down, or select Custom Rule and click Continue.
Within the custom rule, complete the information as required:
Type in the Charge Rule Description
Select the Destination for the charge - the charge routing options include:
Same Reservation – A specific folio or ledger folio within your selected event function.
Other Reservation – A Specific folio or ledger folio on another event or reservation, Master account, or NRA. To locate the other reservation, click Search and click Use to route to it.
Daily Ceiling - The daily total value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Stay Ceiling - The total stay value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Rate Plan - The rate plan(s) in use on the event will be routed to the defined destination if selected. Add a value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Upsells – Upsells on the event will be routed to the defined destination if selected. Add a value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Product Rules - Product rules on the event will be routed to the defined destination if selected. Add a value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Analysis Codes - Any analysis codes selected will be routed to the defined destination if selected. Add a value to be routed, or leaving the field as 0.00 allows an unlimited value to be routed.
Once you have set the charge routing as required, click Save.
⚠️ Important: Charge routing must be set up prior to check in, if added after check-in the routing will not work as expected.