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FAQ

PMS connectivity

FAQ

The questions and problems most frequently encountered.

What emails are sent to your clients?

What emails are sent to staff members?

What emails are sent to me?

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 hotels or groups of hotels?

File

How to make my products appear in chronological order in the quote ?

How to display the details of the packages in the quote ?

Is it possible to make a VAT-free offer for a customer who is exempt from VAT (European Commission)?

How do I post a quote with a free product?

Why isn't the default quote template the order of a quote?

When should I select the appropriate quotation template?

Why don't customers receive the quotation attachments?

Why don't I see all the GTC?

How do I add new terms and conditions?

Which T&Cs appear on the quotes?

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 customer 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 due date on a file?

How to send the quote under the name of another entity?

How to make an offer 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 customer to a file?

Why aren't the room hire requests being sent correctly from the application form?

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Function sheets

How to merge some products common to different Packages in the function sheet ?

At what stage is a notification e-mail sent to the staff members?

How to add an event outside the quote ?

How do I share a function sheets with my team?

Meeting spaces calendar

How can I change the order of rooms in the calendar?

Customers

How do I make a commission appear?

Is it possible to send an offer to several email addresses?

How to send the quote in the customer's language?

Is it possible to add the customer's postal address which is sometimes different from the billing address?

How can the customer know his password to connect to his Backyou space?

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Invoice / Payment

What is the procedure in the event of a customer 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 pro forma ?

How do I search for a file with an invoice number?

How do i modify the information in the transmitter section of the invoice?

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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 quote 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?

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Team

How to add a collaborator?

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

My booking was automatically canceled