First Invoice Created on Quickbooks Online from a Lodgix Invoice!

It’s official, we’ve sync’d an invoice from Lodgix to Quickbooks Online!

In our development efforts to far we’ve been able to sync:

  • Guests
  • Invoice rental charges
  • Invoice fees
  • Invoice taxes
  • Invoice discounts
  • Invoice payment methods

We are now working on isolating problems in the guest sync process as it tends to take a considerable amount of time and is prone to failure, forcing it to restart again.  Those problems appear to be solvable but will require some time to sort out.

We still have interfaces and guest payments to code, as well as a lot of testing, and then we need to get the app approved within the Intuit marketplace which can take 2 to 6 weeks.  And all of this is for QuickBooks online only.

The good news is that QuickBooks desktop, in theory, should only require some relatively simple tweaks to get it to work.  Our primary concern for QuickBooks desktop is getting it to work consistently using Intuit’s tools, which are not the most stable software components.

Here is a JPG of our first official invoice sync’d to QBOE.

invoice_quickbooks

Online Training Appointment Scheduling

Soon, we will be launching a new website at Lodgix.com.  Our current site is getting a little dated.  Within that site will feature is a widget that will allow site visitors and Lodgix subscribers to schedule training online.

To Beta the functionality, I am embedding the widget below and sending users to this blog post to try it out!  Pick a date and time from the list of available times for each date and choose what type of training you desire (it’s all free).

For online training you will need to be in front of your PC with access to a high speed connection, for voice training you just need a phone. 🙂

[iframe width=”100%” height=”1200″ src=”http://lodgix.youcanbook.me/?noframe=true&skipHeaderFooter=true” style=”border:0px;background-color:transparent;” frameborder=”0″ allowtransparency=”true” onload=”if((document.documentElement&&document.documentElement.scrollTop)||document.body.scrollTop>this.offsetTop)this.scrollIntoView();”]

Services Manager

This week we quietly launched a feature that will help property managers (or owners with many properties) to quickly add new service offerings to their properties.

Previously if you had a new offering you would have to add it manually to each property.  Granted we have a copy feature that would aid in the process, but it could still take a long time.   Now you can go to the Properties > Services Manager area of Logdix, create one service and apply it all or selected properties.

Likewise for any service offering added through the Service Manager interface you can remove those offerings as well.  This makes it possible to quickly add seasonal offerings and then remove them when the season has passed.

services-manage

 

E-checks are coming…e-checks are coming!

Many US customers have requested that guests have the ability to pay for their rentals using electronic checks.  We’ve spent the last week coding e-check support with our gateway partners.  It is now on our demo server and we hope to launch with support for authorize.net and the quantum gateway by late next week.  PayLeap will follow soon after.

An electronic check, or e-Check, is an electronic version of a paper check, used to process a payment online. Any guest with a checking account can pay by e-Check through Lodgix. To make a payment for a vacation rental by e-Check, guests simply provide Lodgix with their checking account and routing numbers. Lodgix then debits the funds directly from the guests checking account.

Processing fees for e-checks 

In general, the cost to process an e-check is substantially less than that of paper check processing or credit card transactions; e-checks require less manpower to process and eliminate incidental costs such as deposit and transaction fees that accompany paper checks. With e-checks, you can save up to 60% in processing fees over a credit card transaction.

Requesting a Digital Signature Manually

If the guest does not sign the rental agreement online (or if you have disabled that feature), the only other option is to request the signature manually.

Manual Signature Request Icon

Wherever that icon appears within Lodgix, you must click on it to send a manual digital signature request. You cannot create an email response template and include the merge tag [DS_SIGN_LINK] and send the email through the normal correspondence or communication channels. The link will not be populated in the email and your guests will be confused. YOU MUST SEND SIGNATURE REQUESTS VIA THE ICONS.

Dashboard Widgets

All Dashboard reservation widgets contain icons for invoices that have completed, needed or pending digital signatures.

Guest Control Panel > Details Tab

Guest Control Panel > Documents Tab

Window for Requesting Digital Signatures

When you request a digital signature, a window will open that looks like above. If there isn’t a button with the text “send for digital signature” you aren’t sending a working link to sign electronically.

Email Template for Requesting Digital Signatures

Lodgix comes preloaded with four customizable templates that are used when emailing guests. You cannot create your own template, you can ONLY edit the templates we provide.

Edit the “Request Digital Signature Email” template if you wish to modify the text sent to the guest when requesting a digital signature.

If you create your own template and assign it to a type = Digital Signatures,and even replicate the merge tags within the system template, and then attempt to email the guest through the normal correspondence and communication windows within Lodgix, it will NOT work!