Event billing is visible once a function within the event is checked in.
Event billing works in a similar way to delegate event billing, however looks and works slightly differently.
Access event billing
To access event billing once the function is checked in, follow the steps below:
From Rezlynx, select Advanced C&B, then within the Events menu select Billing.
🤓Tip: You can also access this via the event, in the Billing tab by selecting View Folio.
2. Locate and select your event bill, using the search parameters for Event Name, Event Ref or Contact Name. The billing will show on screen.
📌Note: The event bill has two tabs:
Main: shows the invoice and the search parameters available.
Notes: shows notes specific to the event selected including billing notes.
Manage event billing
Once within the event billing, you can complete actions within the billing including:
Make Payment: select to add a payment to the event billing. Enter the payment method and value.
New charge: select to add revenue to the event billing. Enter the analysis code for the charge, a description to appear on the billing, a quantity and value before selecting to Post to the bill.
View: select to choose a way to view the billing.
Billing Address: select to change the billing address for the event. Select or add an address, then save and close.
At the bottom of the billing screen, you can complete actions including:
Check all: to select all items within the event billing, across all functions (if multi-function event).
📌Note: Once selected an Uncheck All button will appear to reverse the action.
Options: is a menu containing actions which affect any lines you have selected within a function folio, the actions include:
Amend: select to alter the value of an item selected on a folio(s). Enter value, add a comment, and confirm.
Delete: select to delete a charge and this will be removed from the billing. Add a comment and confirm.
Split: select to split a charge, deposit or payment into a number of splits or parts. Select number of splits and select split.
Edit description/Comments: select to edit charges only (not payments). Edit as required and save.
Group Transactions: select to group at least 2 items. Items which are already grouped or have different "For Dates" cannot be grouped.
Ungroup Transactions: select to ungroup transactions.
Transfer to: is a menu containing ways to transfer selected charges and payments (where possible), the actions include:
Room: select to transfer from the event billing to another event room or bedroom billing. Select the room and confirm the transfer.
Bill Split: select to transfer to a bill split within the individual delegate billing. Select and click OK.
Multi- function event billing
When an event has more than one function, within the billing there will be one folio per function.
Select the Plus + to expand function folios, and select the minus to shrink the folio. The function headers will always show the overall charge in that function.
The Event Folio total at the bottom of the event billing shows the overall total across all functions.
You will have a few additional billing options available within multi-function event billing, including:
Folio Transfer - use the folio transfer option to manually transfer charges to one folio on the event.
Sales Ledger Transfer - attach the Sales ledger either when making the event booking or in event billing and either transfer manually or use Charge Routing to transfer charges to the ledger.
Master Account - attach a Master Account at the time of making the event booking and either transfer manually or use Charge Routing to transfer charges to the Master Account.
Common Errors
Charge on consumption: If charge on consumption items or menus have been added to a function, these will not appear on the billing - you will need to manually add these charges. This is expected functionality within the system, as these are items that you will charge for as they are consumed on-site.
Greyed out buttons: If a function has not been checked in, then the "Make Payment" "New Charge" and other buttons will be greyed out and not selectable on the event billing. To correct this, check in the function.