CREATING AN INVOICE
1/ Select the booking for which you want to create an invoice.
- By using the search box and typing the reference or name of the reservation.
- By selecting the reservation from the available lists, dashboard or roomrack.
2/ Open the booking screen
3/ Go to the administration section of the “booking screen”
- press “Edit invoice” on the right of the invoice details
=> in case you want to modify the content.
- press “Generate invoice”
=> to generate the PDF right away
The “create invoice” screen will then appear
4/ Here you can split the invoice if needed; on item level or room level. You can also select the registered payments and switch contacts (if guests are registered or contacts are linked).
=>All checked items will be invoiced, all unchecked will remain on the booking balance.
6/ “Save and close” to generate the PDF or press “Edit PDF” to add notes or refs in the document.
7/ The PDF will pop-up and you can print it right away or save it to disk.
8/ The document is also visible in the booking screen, under documents where you can print or send it by email directly from the booking screen.