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How to Change the Payer on a Proforma or Invoice?

I some cases, it may be necessary to change the payer associated with a Proforma or Invoice. This can happen for various reasons, such as a customer request or to change the payer to the Company.

 

☝️Please Note

Before proceeding with changing the Proforma Payer, make sure you have the necessary and correct information about the new payer to avoid any discrepancies in billing or delivery. 

 

Take the following steps:



  • Open the concerning booking and head to the Billing section:

 

  • Click on the 'More Action button' (3 dots) at the far right of the Proforma or Invoice  and click on Change Payer':

  • Select the New Payer from the list in the drop-down menu of the pop-up screen: 
    (There will be several payers to choose from, depending on what details are in the booking you will see one or more of the following entities: Guest, Company, Travel Agent.)


 

  • Click SAVE:

💡Tip:

  • If a Company is already added to the booking, the company name will be visible on the list of payers to choose from. If the company is not yet added, make sure you will do so first: