Visitor Payment - Customising the Invoicing Process

Quick Intro

The Visitor Payment screen is used for billing for visitor mooring/dockage fees. Various options are available to configure and customise this workflow, which are detailed in this article.

Where To Find It

This article refers to a number of screens in Havenstar:

1. Visitor Payment - this screen will typically appear as part of the boat arrival and/or departure workflows, but you can also access it ad hoc by going to the Nav Bar -> Boats & Berths -> Visitor Payment.
   
2. Settings - this screen is an advanced configuration screen. Access it by going to the Nav Bar -> Configuration -> Other -> Settings. Note that this screen may be password-restricted.

You can also find these screens by using the Nav Bar search box.

Skipping or Showing Zero-Value Invoices

The Raise Invoice screen usually follows the Visitor Payment screen, if you've clicked Next to proceed with billing the mooring fees. In the event that the total mooring is zero - which may occur due to e.g. a 100% discount, or if the customer is on a special zero-value tariff - then the workflow can be configured to behave differently in this scenario.

1. Skip - the mooring line item is omitted from the Raise Invoice screen entirely.
   
2. Create - the mooring line item is included, with a zero value.
   
3. Prompt (default Skip) - the user is prompted in such a scenario, and the default selection is Skip.
   
4. Prompt (default Create) - the user is prompted in such a scenario, and the default selection is Create.

This option can be set in the Settings screen, on the Operations tab:

Notes & Tips

1. Using the skip option when a discount is in play means that there is never any auditable history of this fact. If you have regular scenarios where you are providing a 100% discount, Havenstar has other mechanisms that can handle this in a manner that your finance/accounting department might prefer, such as line-itemised discounting, and Free Visitor Nights.
   

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