Overview
During pre-check-in / check-in, it is possible to confirm the [Name For Receipt] with the guest. This article explains the setup, verification, and usage of this feature.
To use this feature, the optional Check-in add-on (Lite, Pro, or Premium plan) is required.
Detail
1. Setup Instructions
1. Go to Admin Console > Property List > Select the relevant property > Check-in Settings > Common Settings. Click the [Edit ✎] button next to Name For Receipt, turn it ON, and click [Save].
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2. If you want to collect the receipt recipient name during check-in, please make sure that Check-in Settings > Check-in Flow > [Can Check-in? availability by device] is turned ON.
2. How to check
Check from Booking Details
The entered recipient name will be reflected in: |
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Export booking data > Check as CSV data
The Name of Receipt will be reflected in the exported CSV file under Export Bookings Data Related Help: [Import & Export] Exporting Booking Data |
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How to Edit
Go to: Booking Details > Room Info> […] More > Edit Then edit the [Name for Receipt] and click [Save]. |
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3. Change the recipient name on the receipt.
The recipient name printed on the receipt can be easily edited.
Open Transaction Details from the booking details page, then click [Invoice/Receipt] for the relevant folio.
Screen Where Guests Actually Enter Information
When the guest opens the pre-check-in URL and clicks Pre-check-in or Check-in, a field for [Name For Receipt] will appear at the top of the guest information input screen.
How to use it
In general, for bookings with prepayment via OTAs, receipts are issued to guests by the OTA.
However, for on-site payments at the property, or when using an optional payment solution integration where payments are made during pre-check-in or check-in, the property is required to issue the receipt upon request.
When the receipt recipient name differs from the guest’s name, it is usually necessary to confirm the name via messaging, which requires back-and-forth communication with the guest.
By using the “Name For Receipt” feature, you can complete this confirmation during pre-check-in or check-in, eliminating the need for additional communication between staff and guests. This helps improve operational efficiency.
Related help: Receipts