The guest control panel displays invoice specific information using vertical tabs. This is the central hub for all information relating to each reservation
Setup Tab
General information about the invoice, including the date entered, referrer, and booking method. You can also enter invoice notes, as well as arrival and departure notes for your housekeeper.
Door Locks Tab
If integrated to RemoteLock, PointCentral, Kaba or eRentalLock, all generated door codes will be displayed under the Door Locks tab.
Guests Tab
Information about each guest added to the reservation. You can also add additional guests from this interface.
Correspondence Tab
View All: Links you to the Unified Inbox for this reservation where you can view the entire conversation history.
Send Message: Opens a modal window where you can send a manual message to the guest.
Send PDF Buttons: Opens the send message modal with one of your PDFs preselected as an attachement.
All sent messages will be displayed here with a timestamp indicating when it was sent. The paperclip icon will display any attachment, and the speech bubble icon will display the body of the message.
Triggers Tab
All scheduled triggers for the reservation will be displayed here...
Once the trigger is sent, a timestamp will be displayed.
Use these buttons to manually send or resend a trigger at any time.
Toggle these switches to disable a trigger for that specific reservation. The trigger will still fire for other reservations.
Billing Tab
If the booking contains credit card information, it will be displayed here. If you have not yet collected credit card info for the guest, you can add it manually on this screen.
Delete Billing Data - This button will delete the credit card information associated with this particular reservation. If the same billing information is used on other reservations for this guest, it will be deleted from those reservations as well. If another card exists for the guest, that will become the primary guest card and will be used if another reservation is added.
Transactions Tab
Record Payment: Notes a payment on the invoice without processing a charge on the guests credit card. This would be used for recording a payment made via some other means such as a check, cash, or a payment that was processed on site.
Record Refund: This will record a refund on the invoice, but will NOT process the refund on the guests credit card. To process the refund you will need to login to your payment gateway directly and process it there, then record that refund in Lodgix. View full details here.
Record PreAuth: Note that the preauth was processed, but again does not actually process it on the card on file.
Process Payment: This will process a payment using the credit card on file for that reservation. Note that this option will be inactive (as in this screenshot) unless there is a card on file for the reservation.
Process PreAuth: Processes a preauth using the card on file for the reservation.
Request Payment: Allows you to send a message to the guest requesting a payment for a specific amount. The guest can click the link and make their payment using the online payment portal.
Virtual Terminal: Links to the virtual terminal for the payment gateway configured for your account.
Documents Tab
Upload Document: Manually upload a document to store with this reservation. This could for example be a rental agreement that was signed in person.
Manual Signature Request: Manually request a digital signature from the guest. The guest will be sent a link that allows them to digitally sign the document. View full details here.
Manual Verification Request: Manually send the guest a request for ID verification. Details here.
Commissions Tab
This tab allows commissions to be set at the invoice level, which will then flow through to the owner statement. This is useful if you have a different commission structure for this particular booking, or if the reservation was booked prior to configuring the owner and commissions for the property.
Housekeeping Tab
This area is for assigning a housekeeper to a reservation, or editing the currently assigned housekeeper. Any comments left here will show up in the Housekeeping App. Housekeepers can communicate via the app to update comments, status of the clean, etc.
History Tab
Many invoice operations are logged. This allows Lodgix support and the property manager to track down certain events when questions arise.
Custom Tab
This tab will display all fields in the invoice variables hosted form. More information about configuring that form can be found here.
