Hello Softinn PMS users.

You might be experiencing that your hotel guest requests the receipt and invoice to be under the room guest’s name instead of the main contact name. This request could be performed in Softinn PMS. 

Imagine that Amanda has a reservation for 2 rooms: Garden Chalet and Superior Room. She will be staying together with her friend, Alisa. During the check-in process, she requested for the receipt and invoice for Superior Room to be under Alisa’s name.

Let’s check out this video to find out more about how you can perform this action in Softinn PMS:

Step to Generate Receipt under Room Guest Name:

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Follow the guidelines below:

Step 1 : Log in to Softinn PMS

Step 2 : Select the correct property

Step 3 : Go to the Reservation page

Step 4 : Choose the correct folio and click on the “Option” icon and choose “Update Room Guests”.

Step 5 : Then, click on the “Add Guest” button.

• If the room guest has stayed at the hotel before, you can search for the guest’s name and select accordingly.
• If the room guest is a new guest to the hotel, you can tick on “Add New Guest” and key in the information.

Step 6 : Once done, click on the “Save” button to save the changes.

Step 7 : Then, click on the Folio

Step 8 : On this folio page, you can click on the “Add Subfolio” icon.

Step 9 : Next, you can click on the “Move” button to move the charges and payments from Master Folio to Subfolio.

Step 10 : You can click on the “Generate Receipt” button on the subfolio to generate the receipt.

Step 11 : In this popup window, you can choose to the receipt to be generated under the main contact name, Amanda, or the room guest name, Alisa. Select Alisa.

The receipt has successfully been generated and it’s under Alisa’s name.

Step to Generate Invoice under Room Guest Name:

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Follow the guidelines below:

Upon guest checked-out, go to the folio.

Step 1 : Go to the subfolio and click on the “Generate Invoice” button.

Step 2 : In this popup window, you can choose the invoice to be generated under the main contact name, Amanda, or the room guest name, Alisa. Select Alisa

The invoice has successfully been generated and it’s under Alisa’s name.

Hope this video helps you on how to generate receipts and invoices under the room guest name in Softinn PMS. 🙂