How do I create a ”Direct Billing” account in Stayflexi?

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Below is the step-by-step guide to creating a direct billing account in Stayflexi:

1. Log in to Your Stayflexi Dashboard:
   • Use your username and password to log in.
2. Go to Direct Billing:
   • After logging in, click the icon with four boxes (more apps) in the top right corner(as shown in Image 1).
   • A dropdown menu will appear.
   • Select “Direct Billing” from the list (as shown in Image 1).
3. Click on ‘Add New’:
   • In the Direct Billing section, click the ‘Add new’ button, which will open a form on the right-hand side of the screen(as shown in Image 2).
4. Fill in Basic Information (as shown in Image 2):
   • Account Name: Enter the name of the company or travel agent.
   • Account Number: Enter the corresponding account number.
   • Account Type: Select the appropriate account type from the dropdown.
     • The Account type dropdown includes the following types:
       • Corporate
       • Travel Agent
       • House Account
     • Select the type based on the account you are creating.
   • Tax ID: Enter the Tax ID.
   • Account Email: Provide a valid email address for the account so that travel agents should receive email.
   • Account Phone: Enter the contact phone number, starting with the country code (e.g., +1 for USA).
5. Enter Address Details(as shown in Image 2):
   • Address Line 1: Enter the main address for the account.
   • Address Line 2: Fill in additional address details (optional).
   • City: Provide the city where the business is located.
   • State: Enter the state or region.
   • Country: Select the country from the dropdown list.
   • Postal Code: Enter the postal code for the address.
6. Configure IGST Status (Optional only for Indian Property):
   • If applicable, toggle the IGST status switch for integrated tax setup(as shown in Image 2).
7. Save the Information(as shown in Image 2):
   • After filling in all required details, click the ‘Save’ button at the bottom of the form to create the Direct Billing account.
   • Once saved, the new Direct Billing account will appear in the list, where you can manage or edit the information as needed (as shown in Image 3).

• This process allows you to create and manage accounts for direct billing in Stayflexi, making it easy to handle payments directly with travel agents or corporate companies.