🧾Invoicing

Create the necessary documents for each booking Easily & Quickly

In order to be able to invoice a reservation and make the most of the Hotelizer, you need to understand exactly how this process works.

In pricing we have four basic concepts, billing, payment, bill and invoice.

Charges

In each reservation, the charges are created mainly from the rooms. Extra charges can be added, manual charges, etc. Each charge belongs to the reservation and to a specific room. From the total charges, we get the total amount of room and the reservation.

The basic information of a charge are the following:

Status	Description
Name	The name of the charge which will appear on the invoices
Date	Each charge has a specific date
Service (Department)	We can divide our hotel into different revenue segments so all charges must belong to one segment
Taxes	Most charges (excluding Accommodation Tax) have various taxes such as VAT and Municipal Tax
Price	Price of charge

Room charges

When a reservation is made in Hotelizer, either by a user or by a channel, it has a price per night, depending on the price list that has been selected. From these prices are created the corresponding charges for each night. So if we have for example a night worth 100 €, then a charge of the same value will be created. If you need to change the price list and put the night price, for example, at € 120, then the corresponding charge will be updated again.

Extra charges

A reservation can have various extras, such as a bottle of wine, etc.

The basic information of an extra are the following:

Status	Description
Name	The name of the extra, is the name which all the charges will get.
Charge type	The billing type determines how many charges will be created
Service	We can divide our property into different revenue segments so all extras must belong to one segment
Taxes	The extras have various taxes such as VAT and the Municipal
Price	The price of the extra

The extras create charges with the same features, as the extra itself and the number of charges depends on the type of extra charge. The type of charge is essentially something like a multiplier and is related to the room.

The most commonly used types of charges are:

Charge type	Description
Per night	Create charges per night of stay
Per guest	Create charges per guest
Per guest per night	Create charges for each guest per night of stay ex. breakfast
Quantity	Create only one charge ex. a bottle of wine

Manual charges

Many times, we need to charge the guest something extraordinary. For example for some damage done to the room, etc. So in the reservation, we can directly add the charge by filling in the required fields.

Payments

At each reservation, you can pass the payments made by your guests. Each payment is taken into account in the booking totals and that's how a balance arises.

The basic information of an extra are the following:

Status	Description
Payment type	The type of payment.
Date	Each payment must have a specific date.
Amount	The amount of the payment.
Payment	If you have received the money then this option should be checked. This option is available so you can make a future payment as a note and receive reminders.

Each payment to be counted in the calculation of the booking balance must be marked as Paid

Open bills

The open bill is a proforma before the final document. You can edit it, print it, etc. and when you are ready you can issue it to create the final invoice.

The open account is not an official invoice!

Invoices

The invoices are the official tax information that you should give to your customers and your accountant.