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Features
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Files ( quotes / follow-up )
Function sheets
Meeting spaces calendar
Payments
CRM ( Clients / Companies )
Accommodations
Team
Parameters
Statistics
Central Desk
FAQ
History
File
Function sheets
Meeting spaces calendar
Customers
Invoice / Payment
Statistics
Set up
Team
Companies
Accommodation
PMS connectivity
PMS/CRM connectivity
API Backyou
Email/notification
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Documentation
FAQ
Features
General
Files ( quotes / follow-up )
Function sheets
Meeting spaces calendar
Payments
CRM ( Clients / Companies )
Accommodations
Team
Parameters
Statistics
Central Desk
FAQ
History
File
Function sheets
Meeting spaces calendar
Customers
Invoice / Payment
Statistics
Set up
Team
Companies
Accommodation
PMS connectivity
PMS/CRM connectivity
API Backyou
Email/notification
FAQ
The questions and problems most frequently encountered.
History
How long do the files stay on the platform? How long does it take to delete them?
The system is slower than usual, why?
How to add one or more venues ?
How to create and customize a proposal PDF template ?
File
How to make my products appear in chronological order in the proposal ?
How to display the details of the packages in the proposal ?
Is it possible to make a VAT-free proposal for a client who is exempt from VAT (European Commission)?
How do I post a proposal with a free product?
Why isn't the default proposal template the order of a proposal ?
When should I select the appropriate proposal PDF template?
Why don't clients receive the proposal attachments?
Why don't I see all the T&C?
How do I add new terms and conditions?
Which T&Cs appear on the proposals?
Is it possible to cancel a payment?
Why does a file in Confirmed status remain in the files requiring action?
How to decline a file in progress?
How do I sort my current requests and track my files?
How does a reservation request made by a client on a Backus space legally bind him/her?
How can I classify a past reservation without generating a final invoice?
How do I apply a discount?
Can a client use a credit note to pay a installment on a file?
How to send the proposal under the name of another entity?
How to make a proposal when the room has a different rate depending on the day?
When do the files under option appear in the "Expiring options" alert?
Automatic option restart: how does it work?
How do I add an end client to a file?
Why aren't the room hire requests being sent correctly from the request form?
How to translate a proposal?
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Function sheets
How to merge some products common to different Packages in the BEO ?
At what stage is a notification email sent to the staff members?
How to add an out of quote item ?
How do I share a BEOs with my team?
How to Configure Notifications and Emails for Team Members Assigned to BEOs
See more
Meeting spaces calendar
How can I change the order of rooms in the event spaces calendar?
Customers
How do I make a commission appear?
Is it possible to send a rpoposal to several email addresses?
How to send the proposal in the client's language?
Is it possible to add the client's postal address which is sometimes different from the billing address?
How can the client know his password to connect to his Backyou user space?
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Invoice / Payment
What is the procedure in the event of a client overpayment?
What are the different payment solutions?
How does the payment process work with STRIPE?
How can I create two different invoices for the same file?
How to modify the final invoice ?
How to modify the billing address of a client ?
Is it possible to validate a payment higher than the total amount of the file?
How to identify payments that have been intermediated by Backyou Pay?
How to add a personalized reference ?
How to change the billing address on the proforma ?
How to re send the proforma ?
How do I search for a file with an invoice number?
How do i modify the information in the transmitter section of the invoice?
How to Manage Deposits and Down Payments in Backyou?
See more
Statistics
How are the services broken down in a package?
Set up
Room groups: why set them up?
Group of rooms : how to set them up ?
Can we configure new product categories?
How to add a customizable page to a proposal PDF template?
How do I assign specific terms and conditions to a segment?
I don't receive my IDs, why?
How to set the English version of the products?
How to add the Backyou request form to your website for proposal requests?
How to Add a Tracking Service to the Backyou Request Form ?
See more
Team
How to add a team member?
What are the differences between the admin/hotel sales and staff member profiles?
How to edit a team member's profile?
Companies
How do I activate the ‘Agency’ label?
Accommodation
How to create a package?
PMS connectivity
Cancelling a rooming-list folder (Opera Cloud)
My booking was automatically canceled
