The agency handles payment, or the guest's email is unknown. Invoices and receipts should reach the agency inbox.
Track
Client identity
Phase
Route the bill
Starts with
Client emailed directly
Ends with
Partner receives bills
The client is linked to an active partner with an email. The lodge wants the partner, not the guest, to receive every bill.
Sales sets Send invoice / receipt to Partner, or saves a client without email.
Without a partner email the option is not offered.
This is the key moment of the journey: the agency inbox becomes the destination. This is the key moment of the journey.
Agencies sometimes cannot share guest emails.
The invoice timeline records the actual recipient.
A client never loses its only delivery path.
Works with the client record and commercial decisions.
Automates emails, matching, reminders, and sync.
Receives invoices, reminders, and payment links.
The partner as the recipient on the client.
Why: Know where invoices go.
The agency receives invoices, reminders, and receipts.
Why: Pay on behalf of its guests.
Routing changes who receives the email, not who owns the invoice.