Due to the requirements of our trust accounting system to identify charges from their exact text inside Felix, we need to control what can be entered as a charge item in any booking. It is therefore not advised to manually enter a charge item. If you do, you will need to manually tell OTA+ what to do with that charge from inside the booking in OTA+.
Instead, you should click on the down arrow in the box underneath the last charge item entry in a booking charges page. This will pull up all the available charge item options for you to add to the booking.
If there isn’t a suitable charge item option, then you can add to the list of options.
Go to Settings > Guest Management > Invoicing
Scroll down to the Invoice Items section. In the Invoice Charge Items box, add a new line underneath the most recent entry and enter the name of the charge item you want to add (please note, the text identification limit in the trust accounting software is 20 characters, so please try to keep the description under this).
You can use pipe symbols to add a charge amount and then a GST rate to that charge item. For instance, if you wanted to add a Hot Tub charge for $50 with a 10% GST rate, you would add Hot Tub|50|10. If you don’t want to specify a charge but you do want GST applied, just add two pipe symbols with a space in between and then the GST rate (eg. Hot Tub| |10).
Once you’ve added the charge item, you can then copy it to all relevant properties by clicking on the copy button shown in the screenshot, then selecting all relevant properties to copy to and then clicking on the ‘Copy to all selected’ button.
You can now go back to the booking and the charge item will appear when you click the dropdown box again. You will then need to set up that charge item in the trust accounting software so the system knows what to do with that charge. Please click here for further instructions on how to do this.