Problem Description


"How can I add a new add-on to a recurring reservation?"

"How can I delete an add-on in a reservation?"



Important Information


For instructions on posting add-on charges to a new reservation, see How to Post Add-On Charges on a New Reservation. 

 

Resolution Steps


Transient and Seasonal Reservations

Add-ons are added directly to the invoice for Transient and Seasonal reservations.

  1. On the left menu, navigate to Spaces > Reservation List.
  2. Click on a reservation.
    1. Click on the Billing tab.  This will open a pop-up window.
    2. Find the desired invoice to post an add-on to, then click View.  This will open a pop-up window.
    3. Click Add Charges.  This will open the Add Charge screen.
    4. Select the items to include in the invoice.
    5. Click Save to Account.

 

Recurring Reservations

Add-ons are added directly to the reservation for Recurring reservations.

  1. On the left menu, navigate to Spaces > Grid.
  2. Click on a reservation.
    1. Click View Detail.


    2. Under the Reservation Preview screen, click the Add-Ons and Discount tab.



    3. Click Change Add-Ons.
    4. Select the desired Add-Ons, then click Save Add-Ons.

 

Cause (Optional)

N/A


Applicable Workarounds (if any)


N/A


Additional Information

  • For recurring reservations, add-ons must be added manually to the first invoice.  Future invoices will automatically include the add-ons.
  • If the Add Charges button does not appear on an existing invoice, go to Reservation > Billing > Create New Invoice to create a new invoice for the reservation and add the charges to it.