Billing, everything you need to know!

If you have the PMS package included in your subscription and want to start issuing invoices from Octorate, we explain everything in this article.

First of all, you need to set the VAT value in settings > takings and terms of sale > Fees

In this way, invoices will automatically report this value for the amounts relating to stays.

If VAT is set to 0%, you will be asked to specify the reason for the VAT exemption in the invoice detail.

Then you will have to configure the information in the settings > invoice header section.

Follow the instructions in this article.

In PMS > Accounting > Invoices > invoice settings you can customize the invoice layout. 

From this page you can decide the colors, the graphic theme and other advanced customizations you want to apply on your invoices:

You can also set custom text to show at the footer and create an email template to send your invoices as attachments.

Once everything is configured correctly, you can start issuing your invoices.

Read the next article to discover how!