In 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.
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.
- Open the booking applicable and go to the Billing part.
- Click on the 'More Action button' (3 dots) at the far right of the Proforma / Invoice and click on 'Change Payer'.
- Select the new payer from the list in the drop-down menu of the pop-up screen and click SAVE. (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: Guest, Company, Travel Agent.)
💡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 there is no company in the list, a company should be added first:
