If you are a property manager and use our Octoblu function, you now have a new tool to issue tax documents for guests in the way that suits you best, based on the agreements you have with your property owners. This function will allow you to issue two different tax documents for bookings:
- An invoice to the guest with your header as property manager.
- A receipt to the guest with the property owner's header.
First of all, for this feature to work correctly, you need to create an external OTA profile to link to the OTA connections
👉 HERE you can see how to do it.
Then, we recommend verifying that the two headers for tax documents are entered correctly.
- Property manager invoice header:
this is the one you find in the settings > invoice header:
- Property owner invoice header: this is the one configured in the property owner's profile in the Owners > Owners section
From the Octoblu section dedicated to commission rules you can decide how to issue tax documents related to bookings, in the bottom right you find the field Booking document generation.
Here you can decide whether the fields that make up the booking will be included in the invoice by the property manager or in the receipt by the property owner.
Once these settings are configured, you will be able to issue tax documents by directly accessing the bookings of the properties you manage.
In the properties section you will have the list of properties, you can click on the one you are interested in and then click select to access:
You will be redirected to the Octorate account of that property and you will be able to access the booking details to issue tax documents.
To see the property manager commission specified correctly on the invoice, you will need to access pms > accounting > invoices > invoice settings
And check if this option is active:
Now that you have configured everything, you can start issuing invoices and receipts from bookings.
In the booking details click on the create receipt/invoice button
Two tax documents will be automatically issued and saved:
A receipt with the property owner's header
An invoice with the property manager's header
You can decide whether to send copies of these documents directly via email to the guest and/or property owner:
If you want to see a preview of the tax documents before forwarding them via email, you can click Save without activating any of these options.
Once saved, you will see the two tax documents appear in the booking details:
You can view the newly saved documents in pms > Accounting > Invoices.
Only users with agency credentials (Octoblu) will be able to issue tax documents in this way, any other user will continue to issue receipts and invoices from bookings in classic mode.
How can I have the guest's billing data already filled in to be able to issue invoices?
You can ask guests to fill in their billing data in the web concierge
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