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Travel Agent, Company Profile or A/R Profile

How to Create a Travel Agent, Company Profile or A/R Profile

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

A Company Profile contains information about companies with which the hotel has special partnerships with: you will be able to transfer guest charges directly to the profile, create separate invoices, and keep track of payments.

A Travel Agent profile is useful to track charges to apply to the Travel Agents or calculate commissions.

A A/R Profile is a profile that is linked to the reporting engine. Information about credit limit, and aging invoices are available.

NOTE: If you are looking to create a corporate profile with payments plans and invoice agreements and if you are looking to have reporting abilities on those profiles, make sure to create your third party profiles as A/R Profiles.

Although they serve different purposes, creation and usage of the three types of profiles is the same, so the information below can be used interchangeably.

Adding Customizable Fields for Travel Agent/Company/AR Profiles

As a first thing, you will need to add all those fields you want to be applicable and required for creating this kind of profile: differently from a Guest Profile, fields for Company/Travel Agent profiles may be drastically different from one hotel to another: for this reason there are no fields loaded in the system, and you will have to create them all.
For A/R types of profiles, fields are already created.

Check out section Guest Custom Fields for instructions on how to create custom fields.

###Create Travel Agent/Company/Account Receivable (AR) Profile

  • Click on the tab Profile tab on top of the Tape Chart:

  • Click on the link Create on the left hand side of the screen:

  • Choose the kind of profile you want to create by selecting the relevant from the drop down menu, next to the tag Profile Type:

  • Fill in all required information and when done, click on the green button Save:

  • If you are creating an A/R profile type, you will see pre-defined fields to fill in that are specific to companies for which payment plans and invoice agreements have already been set. Most of the fields straightforwardly point to company information, like contact details or company reference ID. However, there is one field called Due Date which governs the aging of the invoices that will be listed under this company. Fill in this field with the number of days allowed for invoices to be paid off. In the example below, my test company has 30 days before invoices will start aging.

  • To look up the Profile, you can type in the name and wait for matching results to come up:

  • You will also have the chance to perform an advanced search that will enable you to look up specific Profile Types. To do this, click on the button Advanced and select the right option:

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