From the Reservations section, access the detail of the reservation you want to invoice, by clicking on the edit button
Click on the [+] in the Invoice / Receipt section:
Fill in the details of the document on the left side of the screen and select the type: pro-forma, invoice, fiscal or generic receipts 👇
On the right side of the page, if you have already recorded payments in the reservation's detail, the document will be marked as paid. However, payments will be highlighted in green (meaning they still have to be associated to the reservation) until you won't click Save at the bottom of the page.
If you have not registered payments in the reservation's detail, the document will be marked as unpaid. Click on the [+] of the Save Payoff section, to record payments👇
In the window that pops up, you can choose:
- The method of collection (credit card, cash, bank transfer)
- The amount to be collected
- The date of receipt
- Any description
- Decide whether the tourist tax is included in this amount or not
By clicking on [Save], the collection will be automatically recorded also in the booking detail.
From the Items section of the invoice, you can:
- Add additional items to be billed (new bookings, extras, custom items)
Remember that by adding an extra to the invoice, it will also be automatically added to the booking detail related to the reservation indicated with the pin icon. - Remove the items you have previously selected from the box on the left side in bulk
- Remove the items relating to the tourist tax
Save at the bottom of the page.
Your invoice/receipt will be ready to be sent or printed.
Talk to you soon!
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