CloudBeds Support Article
Proforma Invoice

The Proforma Invoice solution is designed to assist hotels in Thailand by generating reports in PDF or XLSX formats to improve operational productivity.

GENERAL INFO
- Licensing Model: Per property, based on the number of rooms.
- Access: The interface is available to hotels with access to the Cloudbeds Marketplace.
- Credentials: MECX-TECH will provide the necessary credentials to access the portal.

INTERFACE INFORMATION

How do Manager Report look and feel?

Please follow the procedure below to generate the Proforma Invoice:

1. Log in to https://reports.mecx-tech.com.
2. Select “Proforma Invoice” from the left menu.
3. Select the desired hotel and reservation number, then click “Apply Filter.”

What is Manager Report requirement?

Please be advised that accessing https://reports.mecx-tech.com/ requires login credentials. We will provide these credentials to you once the application has been successfully connected. Upon logging in, the hotel will need to update the profile information that will be displayed within the reports.

How to connect MECX-TECH for the first time?

Once you are ready to move forward with implementation, Our Customer Services team will perform initial installation together with hotel’s IT team or any other person in charge of IT systems.

Procedure for connecting hotel interface for the first time:

  1. Login to your [Cloudbeds Account] and select the ‘Account’ icon in the top right corner.
  2. Scroll down and click on ‘Apps & Marketplace’.
  3. Search for Proforma Invoice
  4. Click ‘Learn More’ and, then, Connect APP
  5. Accept the permissions and you’ll be redirected to a confirmation page.
  6. The integration will be activated once the application has been successfully connected. For further information or technical support, please contact the MECX-TECH support team at [email protected].

How to go live after connecting MECX-TECH?

Please be advised that no further configuration is required within Cloudbeds at this time. We will provide the necessary credentials to you once the application has been successfully connected.

How to disconnect MECX-TECH?

To disconnect the interface, it is necessary to follow the standard procedure of disconnecting an app in Cloudbeds PMS.
Click on this [here link] for more information about the disconnection process.

How to request a technical support?

We provides remote support to hotels using various remote connection tools. To contact MECX-TECH Customer Services Team send an email to [[email protected]].

FAQs

What happens if I forget to fill in some of the mandatory fields in the guest profile (e.g. date of birth)?

If the property does not fill in any of the required fields on the guest profile, they will need to add these details in XLS file manually

Does your software comply with GDPR?
  • MECX-TECH does not store any details and only transfers data from personal and travel documents into CloudBeds. There are various data protection features that allow hotels to comply with different data privacy laws and regulations.
How do you provide customer support?

We provide remote support to hotels using various remote connection tools. To contact MECX-TECH Customer Services Team send an email to [[email protected]]

Copyright 2022. MECX-TECH. All rights reserved.