RezForce Billing Adjustments

1. On a daily basis process any billing issue through the lead section of the Reservation Sales Suite.
   1. Locate the Revinate lead – (From within the Reservation Sales Suite click Leads > Leads).
   2. From Within the ELM Grid click the “Send Request to Revinate” button. (Or open the lead by clicking the pencil icon and click the “Feedback” button directly from the Lead Form itself.)
   3. Select the correct “Request Type” from the drop-down menu (i.e.: cancellation, adjustment, etc.).
   4. Provide any comments in the text box provided.
   5. Click the “Submit Request” button. Your request has now been sent.
2. For issues requiring additional documentation (cancellations, etc.), provide the MS Word (or equivalent) document as an attachment within this request. This is done after you submit your request. This may be a print screen of your reservation software or online booking engine verifying the cancellation or even a cancellation confirmation letter you sent to the guest.
   1. Click the link that says “Click here to add attachments to this request”.
   2. Click the “Browse” button to locate the file or files to attach. After each file is attached, you can again click the “Browse” button to select another file.
   3. When you are done adding files, click the “Upload File” button.
   4. Once you have clicked the “Upload File” button, close this dialog box.
   5. You will be taken back to the “Request Sent” dialog box, close this box as well.

Print Screen Instructions

For the purposes of providing additional documentation into the adjustment request:

1. Open a new Word document. Save it with the name of your property and the Revinate lead number.
2. Go to your property management system and locate the additional documentation for the issue (i.e.: cancellation confirmation screen, etc.).
3. While holding down the “Alt” key, select the “Print Screen” key on your keyboard.
4. Return to your Word document and paste the contents into the document. Save your document again.