1. Open the reservation and click on the Tabs page. Click on the Tab description.
2. If the item is already on the tab, right click on the item and select one of the options.
Credit item: This option will credit the item at the original price and will default to todays date, which can be changed if required.
Credit specific item: This option will credit the item on the date of the charge and will pick up any price changes.
3. If the item is not already on the tab, click Item credit.
4. Use the filters and click on the magnifying glass or hit enter on the keyboard to search for the item.
5. Check the Item credit form and click Save.
Item: The name of the item selected, to change the item click on the magnifying glass.
Item notes: Short notes added here will appear on the tab form alongside the item credit, if the use notes on invoice check box is ticked.
Display notes on invoice: Tick if item notes have been added.
Price list: The default price list of the item will be displayed and can be changed if required.
Can't see correct Price list? See How to Create New Price List
Price & Qty: The price of the item will display and can be changed depending on User permisson. If more than one item credit needs to be added to the tab change the quantity.
Date: The date the item credit will be applied to.
Copy all days: The credit will be added to each day of the reservation.
6. The item credit will display as CRN on the tab.
See How to Add Item and Package Charges to a Tab
How to Delete Transactions on a Tab