Companies and Direct Bill

📂 What you will find in this section:

To help your team manage commercial relationships and streamline corporate account billing, we have organized this section into two key operational tracks:

🏢 Company Profile & Contract Setup: Guides for configuring single and multi-property company profiles, setting approved direct bill charge types, storing corporate payment sources, linking negotiated rate plans with contract validity periods, and customizing booking instructions.
📑 Accounts Receivable & Invoice Lifecycle: End-to-end documentation for managing direct bill invoicing—covering invoice creation, statement generation, collecting corporate payments, handling payment refunds, configuring auto-invoicing, and utilizing folio auto-email suppression for direct bill guests.📂 Knowledge Base Articles

📂 Knowledge Base Articles

🏢 Company Profile & Contract Setup

Knowledge Base Link	KBA Description
Add New Multi Property Company	Learn how to create and configure new company profiles across single or multiple properties to streamline corporate billing and account management.
Add New Charge Type to Direct Bill Company	Learn how to configure and add approved charge types to a Direct Bill company profile to control what can be billed to the corporate account.
Add New Direct Bill Company	Learn how to add a new Direct Bill company profile and set up billing details in the Accounts Receivable database.
Add Payment Source to Direct Bill Company	Learn how to add and store a payment source, such as a credit card, on a Direct Bill company profile for automated account billing.
Attach Company Rate Plan and Contract Period	Learn how to link negotiated rate plans and define contract validity periods on a Direct Bill company profile.
Change Billing Period Days for a Company	Learn how to update and adjust billing period days on a Direct Bill company profile to manage invoice generation schedules.
Edit Company Booking Instructions	Learn how to update and edit general reservation instructions on a Direct Bill company profile.
Managing Companies for Multiple Properties	Learn how to switch between property views to oversee company profiles and AR ledgers across multi-hotel portfolios.
Search Company Billing Details	Learn how to search, view, and manage company billing details, invoices, accounts receivable, and payments within the Companies & Direct Bill module.
Toggle Company Auto-Invoicing On/Off	Learn how to enable or disable auto-invoicing settings on a Direct Bill company profile to control automated invoice generation.

📑 Accounts Receivable & Invoice Lifecycle

Knowledge Base Link	KBA Description
Collect Payment Against a Company Invoice	Learn how to process and record payments against corporate invoices to accurately update Accounts Receivable balances and maintain billing records.
Company Folio - Auto Email Suppression	Learn how company folio auto-email suppression prevents direct bill billing details from being sent to guests in automated checkout emails while maintaining normal guest folio delivery.
Create Company Invoice	Learn how to generate corporate invoices and assign statement due dates for direct bill accounts.
Life Cycle of a Direct Bill	Learn how to track the complete lifecycle of a direct bill invoice, from initial charges and invoice creation to payment collection and account closure.
Print a Customer Statement	Learn how to generate, download, and print customer statements of account to provide corporate clients with clear account balances and transaction histories.
Refund Payment - Direct Bill	Learn how to process direct bill payment refunds to return funds to corporate accounts and accurately adjust Accounts Receivable balances.
View / Print / Email a Company Invoice	earn how to view, print, and email company invoices, and verify email dispatch status to keep corporate billing records up to date.