This guide will walk you through the steps to raise and send commission claims using the Claims & Invoicing module. You’ll find instructions for creating individual and batch claims, as well as tips to ensure accuracy.

TABLE OF CONTENTS

• Raising Commission Claims
• Sending an Individual Commission Claim
• Sending Commission Claims in a Batch
• Additional Tips

Raising Commission Claims

• Open the Claims & Invoicing module.
• Go to the Individual tab and click Create New Claims.

• If you want to include bookings that haven’t been reconciled, unselect the Reconciled bookings? box and click Apply.
• Tip: We recommend always reconciling bookings before raising a commission claim to ensure the charges and claim values are correct.

• Select the bookings you wish to claim for. You can create multiple claims at once by ticking several bookings, or just one claim for a single booking.

• Click Claim selected.
• To return to the main page, click Return to Individual.

Sending an Individual Commission Claim

• Find and select the booking reference number for which you’ve created the commission claim.
• Once the booking loads, click Reprint.

• Review the details to confirm all values are correct.
• If everything is accurate, click Email at the top of the page.

• In the pop-up window: 
  • You can CC another venue contact if their email address is already in the system.
  • There is a box to write a message to the venue.
• Scroll to the bottom of the pop-up and click Send.

Sending Commission Claims in a Batch

• In the Claims & Invoicing module, go to the Reprint Invoices / Claims tab.
• Select the date range that covers the commission claims you want to send.
• (Optional) Click Reprint Commission Claims to review the claims before sending.

• Click Email Commission Claims.
• A pop-up will display all available commission claims for sending. Select multiple or all claims as needed. 
  • If there are multiple claims for the same venue, the No of Claims column will show how many are being sent to each venue.
  • You’ll also see the venue’s accounts email address that will receive the documents.
• Click Email Selected to send the commission claims.

Additional Tips

• Always double-check claim details before sending to avoid errors.
• Use the message box to add any specific notes or instructions for the venue.
• For batch sending, ensure your date range includes all relevant claims.