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Home Knowledge Base Categories: Document settings

Manuals

  • Previo PRO/LITE
    • Reservation calendar
      • Basic orientation
      • Settings
      • Reservations
      • Reservation calendar – video
      • Hourly reservations
    • Reservation list
    • Reservations
      • Update v 8.6.0 – Guest Account
        • Changes
        • Reservation account filters
        • Payment from partner (OTA) / Payment by invoice
      • Reservation detail
      • Group reservations
      • Floating reservations
      • Minute reservations
        • Connecting services to hourly facilities
        • Guide for minute reservations
        • Online booking of minute reservations
        • Booking minute reservations from room account
      • Same room within a room type not available for the entire length of reservation
      • Different guest dates in reservation
      • Guests in reservation
      • Room account
      • Send payment prescription
      • How to use inventory items in room accounts
      • Reservation price calculation
      • Tasks in reservation
      • Attachments
      • Communication
      • Reservation history
    • Guests
      • Guest database
      • Contact person
      • Foreign guest register
      • Guest book
      • Companies
      • Mailing
        • Mailing – general information
        • Own SMTP or using ours?
        • SPF record
        • Frequent mailing questions
      • OTA communication
    • Payments
      • Accounting documents
        • Types of documents
        • Document settings
        • Gift voucher settings
        • Issuing documents
        • Assigning deposits
        • How to use Credit note?
        • Filtering and exporting documents
      • Folio
      • Payments
        • Cashbook
        • Bank transfers and card payments
      • Stock transactions
      • Closure
      • Exchange office
      • Codebooks
      • EET – Manuals
        • General information
        • EET – Why and how?
        • Revenues to be registred
        • FAQ
    • Reports
      • User Activity
      • Reports for stat.authority
      • Daily Overview
      • Visitor tax
      • Reviews
      • Commissions
      • Manager reports
        • Dashboard
        • Alfred dashboard
        • Occupancy
        • Reservation
        • Finance
        • Overview
        • Hotelgroup overview
    • Prices
      • Prices, restrictions and conditions
        • Basic, special and non refundable prices
        • Group set
        • Price templates
        • Selecting cells and their group setting
        • Filters
        • Price settings check
        • Price settings options
        • Length of stay / Arrival and departure restrictions / Minimal reservation advance
        • Room closure
        • Parent/child rateplans
        • Rateplan for R+, OTAs and partner companies
      • Meals
        • Meals settings
        • Meals prices
      • Revenue management
      • Currencies and exchange rates
      • Visitor tax
      • Discounts / Surcharges
        • General information
        • Long term + First / Last minute discounts
        • Special price
        • Discount coupons
      • Services
        • Services
        • Service linked to other bookable object (extra-bed, parking lot)
        • Service linked to hourly bookable object (wellness, conference, sportsgrounds)
      • Stock items
      • Stay packages
      • Dynamic stay packages
    • Settings
      • Hotel
        • General
        • Amenities
        • Photo Gallery
        • Guest category
        • Rooms
      • Contingents
        • What are contingents?
        • Use of contingents
      • Online reservations (terms)
        • General
          • Online bookings
          • Conversions tracking
          • Personal data processing
        • Payment methods
        • Terms & Conditions
        • Reservation systems
      • Alfred App
        • Online check-in
        • Other functions
      • Users
        • General information
        • Role
        • List of users
        • 2FA authentication
      • Descriptions
      • Market codes
      • Significant dates
      • System
    • Housekeeping
      • Cleaning
      • Defects
      • Tasks
    • Lock systems / key boxes
      • Lock systems
      • Smartkey
      • Keyguru
      • Automatic sending of door access codes
    • Agency/Owner system
    • Data import
  • Previo Channel Manager
    • Basic information
    • OTA settings
      • Booking.com
        • Connection set-up
        • Configuring Rate Plans for Integration
          • Basic Information
          • Setting up a Non-Refundable Rate Plan
      • Expedia
      • Airbnb
        • General Airbnb information
        • Establishing connection
        • Availability Window
      • HRS
      • D-EDGE
    • Data transmission
      • Data transmission information
      • Detailed information about transferring prices
      • Detailed information about transferring Minimum stay restriction
      • Detailed information regarding reservation download
      • No-show / invalid CC reporting
    • Discrepancy reporting
      • Floating Reservations
      • Incorrect price/availability/reservation
  • RESERVATION+ (Booking Engine)
    • Basic R+ settings
    • Insertion of the selected tabs into Reservation+
    • Booking of services together with accommodation
    • Separate booking of services without accommodation
    • Value voucher order
    • Use of value voucher online
    • Stay package voucher order
    • Booking room which is not available for the entire length of the reservation
    • Conversions in Reservation+
  • Mobile apps
    • PMS Mobile App
    • Housekeeping App
      • What is the Housekeeping app and what do I need?
      • Working with the app
      • Minibar consumption
      • Cleaning (Previo module)
      • Defects (Previo module)
    • Alfred
      • Who is Alfred?
      • Settings
      • Login and hotel information
      • Document scanning in online check-in
      • Reservation
      • Alfred profile
      • Key
      • Additional services
      • Tips for activities
      • Reservation date change
    • ScanID
  • Previo PAY
    • Online payment gateway
    • Payment terminal
    • How to use online payment gateway
    • How to use payment terminal
  • Websites administration
    • General information
    • Main menu adjustment
    • Create new web section
    • Edit / erase web section
    • Add / edit news
    • Slideshow
    • Add and insert new photogallery
    • Room list
    • PDF insertion
    • Redirecting own domain to Previo server
  • Websites administration (WP)
    • General information (WP)
    • Creating new site (WP)
    • Editing / deleting sites (WP)
    • Main menu adjustment (WP)
    • Pop-ups (WP)
    • Room list (WP)
    • Adding news (WP)
    • Media (WP)
    • PDF insertion (WP)
    • Redirecting own domain to Previo server (WP)
  • API
    • API access
    • Connection examples
  • Videomanuals
  • F.A.Q.
    • F.A.Q. Previo PRO/LITE
      • How to sign in?
      • How do I log in to Previo and what should I do if I forget my password?
      • Why is the reservation calendar not displayed properly?
      • How can I approve commissions?
      • How can I cancel document sent to EET?
      • How can I Import bank statements from internet banking?
      • Why I cannot set meals in reservation detail?
      • What is correct process for guest registrations?
      • How can I quickly set prices e.g. for weekends?
      • How can I send automatic review requests?
      • How can I activate room cleaning function?
      • How can I use discount coupons?
      • Can I find out who deleted/cancelled/modified a booking/price, etc.?
      • Can I set default status for manually created reservations to Confirmed instead of Option?
      • Why is the printed document incomplete when printing an 80mm receipt?
    • F.A.Q. RESERVATION+
      • Where can I find Reservation+ code for my websites?
      • How to adjust IBE using extended parameters?
    • F.A.Q. Channel manager
      • What should I do when I receive reservation saved as floating?

Document settings

Everything you need to setup with respect to the documents can be found under the two buttons in the upper …

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190 00

Tel: +420 251 613 924
E-mail: info@previo.cz

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