Hotelizer PMS manual
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  • Introduction
  • System requirements
  • Hotelizer PMS Sing in
  • Installation
  • โš™๏ธ Update Hotelizer
  • ๐Ÿ’กChange log
  • ๐Ÿ“ŒGETTING STARTED
    • Navigation
    • Presenting information
    • ๐Ÿ“”Reservations
      • Add Reservation
      • Reservation & Accommodation changes
      • Reservation steps
    • ๐ŸงพInvoicing
      • Invoicing Wizard
        • Invoice options
          • Invoice a Guest/Business
          • Invoice each guest separately
          • Billing Wizard
          • Issue Credit note
          • Cancellation fees
      • Bills
      • Invoices
      • Manual invoicing
      • Common questions
  • ๐ŸงญMENU
    • Dashboard
    • Calendar
      • Plan settings
      • Plan actions
      • Availability & Restrictions
      • Multi-property calendar
    • Reservations
      • Reservation list
        • New reservation
        • Booking
          • Accommodation
          • Guests
          • Extra
          • Charges
          • Payments
          • Bills & Invoices
          • Tasks
          • Transfers
          • Log
          • Email Log
      • Hotel Status
      • Accommodation
        • Split Accommodation
        • Join Accommodation
        • Move Accommodation
        • Primary Visitor Assignment
        • Price List Change
        • Extend Accommodation
      • Contracts / Allotments
      • Unallocated accommodations
      • Arrivals
      • Booking Plan
      • Availability Plan
      • Forecast
      • Meal Plan
      • Meal Forecast
      • Reservation Extras
    • Customers
      • Contacts
      • Businesses
      • Guest in house
      • Guest history
      • Contact levels
      • Phonebook
    • Finance
      • Charges
      • Payments
      • Unallocated payments
      • Open Bills
        • Edit bill
        • Issue invoice
        • Transfer precharges
        • Add extra
        • Add a charge
        • Transfer payment
        • Add payment
        • Refund payment
      • Invoices
        • Add invoice
      • Invoices overview
      • Invoices Summary
      • Invoices Balance
      • Hotel balance
      • End of day
      • Debitors
      • Accounting transactions
      • Orders
      • Cashier shifts
      • Expenses
    • Rate Management
    • Operations
      • Tasks
      • Transfers
      • Logs
      • Email Logs
      • Housekeeping
      • Maintenance
      • Bedding
      • Events
    • Statistics
      • Overview
      • Daily summary
      • Monthly summary
      • Room types summary
      • Source summary
      • Countries summary
      • Revenues by department
      • Businesses
      • Reports
    • Rates Plans
  • Quick Guides
    • Click2Learn Videos
    • Add reservation
    • Reservations
      • Check In / Check Out
      • Guest details
      • EL.STAT:
      • Tasks
    • Invoicing
      • Charges
    • Operation
      • Housekeeping
      • Maintenance
      • Transfers
    • myDATA
      • ฮ‘ฯ€ฯŒฮบฯ„ฮทฯƒฮท ฮบฯ‰ฮดฮนฮบฯŽฮฝ ฮฑฯ€ฯŒ ฯ„ฮทฮฝ ฮ‘ฮ‘ฮ”ฮ•
      • ฮ•ฮฝฮตฯฮณฮฟฯ€ฮฟฮฏฮทฯƒฮท myDATA
      • ฮฅฯ€ฮฟฮฒฮฟฮปฮฎ ฯ€ฮฑฯฮฑฯƒฯ„ฮฑฯ„ฮนฮบฯŽฮฝ ฯƒฯ„ฮฟ myDATA
      • FAQs
    • ฮŸperating period
    • Climate Change Resilience Fee 2024
    • Climate Change Resilience Fee 2025
    • EFT/POS Support
  • Settings
    • Property
      • Companies
      • Room types
      • Rooms
      • Room Groups
      • Room Floors
      • Room Location type
      • Room View Types
      • Facilities
      • Amenities
      • Cancellation policies
      • Payment policies
      • Segments
      • Integrations
    • Financial
      • Payment options
      • Taxes
      • Invoices types
      • Invoices Templates
      • Invoice Counters
      • Bank Accounts
      • Accounting Categories
      • EInvoice Services
      • Cashiers
      • Expense Categories
      • Budget
    • Rates
      • Pms Rates
      • Availability periods
      • Availability Period Groups
    • Extra
      • Extra
      • Services
      • Board types
      • Transfer Categories
    • POS
      • POS Spots
      • POS Sections
      • POS Tables
      • Products
      • Product Categories
    • Channels
      • Channels
      • Channel mapping
      • Sources
    • Users
    • Housekeeping Services
    • Reports
      • Default Report Templates
      • Custom Report Templates
    • Emails
    • Satellites
      • Satellites
      • Satellite Devices
      • Device Commands
  • Integrations
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  1. GETTING STARTED
  2. Invoicing

Invoicing Wizard

Create the necessary documents for each booking easily & quickly

PreviousInvoicingNextInvoice options

Last updated 3 years ago

โ€‹The invoicing wizard is โ€‹Hotelizer PMS main invoicing tool. It allows you to create & edit accounts in a variety of ways and invoice them easily and quickly. You can also price a reservation during check out by following the same procedure.We have integrated all the pricing needs of an accommodation in a common process in order to simplify the creation of the documents on the one hand and on the other hand to provide you with more possibilities. In short, the pricing guide allows you to do the following:

  • Issue documents for individuals / companies.

  • Issue automatically invoice for city tax.

  • Invoicing multiple bookings together either on one document or separately.

  • An algorithm that issue bills depending of the property settings.

  • Issue credit notes that are either related to a previous document or for corrections.

  • Issue credit notes.

  • Advanced invoicing, selection of documents and charges you want to invoice from each booking.

  • Associate invoices with payments/ deposits automatically .

  • Automatically use deposits from customer accounts

  • Invoice any guest of the chosen bookings easily.

  • Ability to split an account into two or more accounts even for the same room.

  • Create the bills in advance and continue invoicing whenever you want.

  • Add the balance of payments to either the bills or the final invoice.

  • Print all the documents at the same time.

  • Invoice easily at the check-out time

The pricing process is completed in three steps.

  1. In the first step you choose the way you want to invoice the selected reservation. In case you want to price more than one reservation or accommodation then you can just choose them.

  2. In the second step, the created bills are displayed according to your selections in previous step. Here you can check if the bills are correct and also edit them. If you have a balance, then you can very easily add a payment.

  3. The last step of the billing wizard shows the final documents created in the previous step.

Start billing wizard

You can start the billing wizard in different ways, depending on how it suits you best.

Reservation list

You can either press the Invoice Status button or click Start Invoice Wizard

Show Reservation

You can either press the Invoice Status button or click Start Invoice Wizard

Bills & Invoices

Check-out reservation

In essence, the checkout process is done through the pricing guide so you can invoice & checkout a room through the same process!

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