Voucher Defaults
When a hotel or car rental booking arrives from the booking system, Business Central needs to know whether to create a voucher (where your company pays the vendor) or a confirmation (where the customer pays the vendor directly). You can set a default per customer so that most bookings are handled automatically.
Configuring Voucher Defaults
On the Customer Card, you will find two voucher option fields in the General FastTab:
| Field | Applies To |
|---|---|
| Hotel Voucher Option | Hotel online bookings |
| Car Rental Voucher Option | Car rental online bookings |
Each field has three options:
| Option | Behavior |
|---|---|
| Manual | No automatic decision is made. Each booking from this customer appears in the Voucher Decision Queue for a user to decide. |
| Yes | A voucher is always created. Your company will pay the vendor for bookings from this customer. |
| No | A confirmation is always created. The customer pays the vendor directly. |
How It Works in Practice
When a new booking is imported, the system checks the customer's voucher default for the relevant product type. If the default is Yes or No, the booking is processed automatically with that decision. If the default is Manual, the booking is placed in the Voucher Decision Queue where a user must choose either Set Voucher or Set Confirmation before the booking can be processed into a sales order.
When you make a decision in the queue, the system may ask whether you want to update the customer's default setting for future bookings of that type. This lets you refine the defaults over time without navigating back to the Customer Card.