Manual invoicing

Manual invoicing is a feature that will be very useful in cases where you want to invoice on different documents, different people in the same booking, charge Cancellations or add a charge to an existing account.

1. Check the reservation balance

The first step before invoicing is to see the reservation balance which appears on the top right of the booking tab. When it is red and has some amount it means that you have to add some payment in order to settle the bill.

In case you want to create an invoice to an agency where you are going to be paid later, you do not need to make any payment.

2. Add payment

To make a payment you can do so from the Booking Actions and select Add Payment.

The payment form that opens already has some details filled in, such as the payment method which displays the default, as well as the amount that is exactly the balance of the reservation. In any case, you can change the payment method depending on the way your customer wants and also make more than one payment. For example, your customer may want to pay the rest of the stay by card, and the residence tax in cash, etc.

3. Create Open bills

After you have added the payment then you can go to the BILLS & INVOICES tab and create the open bill.

Create the account first, by pressing +Add bill, the Bill details opens and you fill in the type of document and the details of the customer or the company and you click Create bill. Then click on the right (...ᵛ), choose Add custom charges and fill in the necessary fields such as accommodation, billing name, service, tax and amount and at the end press Create charge.

If you would like to create a new account in a different customer profile or company, press +Add bill. In the field Guests can you see the profiles that already exist, if you want one of them you select it or press + Other customer / business to create a new one. Once the client creation is open you update the details of the new profile, below can you also select charges by clicking on the boxes, if you wish to transfer some of these charges to this account. Then click Create bill.

If you want to add a charge to an existing account, go to the desired account on the right and press (… ᵛ) and choose Add custom charges.

To add the payment, once the account has been created, click (… ᵛ) and select Add payment. Add the payment details, such as the payment method, amount and then click Create payment.

In case you want to add the payment through Payments, press + Add payment on the right . After entering your details and completing it, press (… ᵛ) and Associate payment. Select the account and the amount you want to connect and click on Associate bill.

If you added the payment before the creation of the bill, then the payment is automatically associated with the completion of the bill.