How to set up an account
    How to change or reset your password How to submit a ticket to the Customer Care
    How to set up a hotel
    How to add Hotel Info How to customize an Invoice How to set up Facilities How to set up Portfolio How to set up Mail Settings
    Room Management
    How to set up Room Types How to set up Rooms How to set up Out of Service
    Room Rates
    How to set up Room Rates How to set up Children categories How to set up Seasons How to set up Meals How to set up City Taxes How to set up Cancellation Policy How to set up Restrictions How to change price in the Room Rate/Season How to add a required Cleaning Fee How to add Virtual Rates Early check-in and Late check-out How to Split VAT for Meal Types How to configure a prepayment policy
    Channel Manager
    How to send a request to connect OTA How to connect the Room Type How to connect the Room Rate How to create Restriction Plans and connect them How to sell hotel on, Expedia, HRS, and other OTAs How to disconnect the OTA in the Channel Manager How to sell on Airbnb
    How to set up Departments How to add Employees
    Employee's Roles How to delete an employee from the system
    Reservation Management
    How to import Bookings How to add Reservation How to move a Reservation How to extend or cut the Reservation How to add Guest to the Reservations How to Check a Guest in How to Check a Guest out How to create a Booking Offer How to add a Refund How to deposit money to the Guest Balance How to change the reservation price How to Delete a Reservation How to set up Custom Price How to create Group Reservations How to add registration form through the booking card How to manage group reservations How to add an existing reservation to the group booking
    Digital Orders
    How to add Order to Reservations How to create an order for a guest without a reservation How to add tips to uncompleted order How to add Miscellaneous service and order
    How to use the module Housekeeper role How to form a housekeeping list in the real-time
    Service Management
    How to add Service Categories How to import Standard Services How to set up Services How to set up a Discount How to create Digital Menu How to set up restrictions on services How to set up automatic tasks for services How to change VAT% in categories and subcategories of services How to disable selling a service How to set up Extras How to set up Stock and Availability of Service How to add a subcategory in Services
    Documents and Payments
    How to create Welcome PDF How to create Registration Form How to create Invoice How to form the list of pending invoices How to send an Invoice with Payment link How to connect Stripe How to charge funds using credit card details How to work with Virtual Credit Cards How to add company invoices, payments, and refunds How to make a refund from the reservation card How to apply a discount or surcharge to an invoice How to move billing items within reservations How to create a deferred payment
    Email customization Email templates How to set up an Automation module Notifications
    Contract details Payment History Subscription Management
    Cash Books
    How to create revenues and expenses in Cash Books
    How to create Reports
    Quick reports How to add Tourism Statistic Report How to add GoBD Reports
    How to manage Guests and Companies
    How to assign a status to the guest How to add a company How to add company reservation How to set up paymaster
    How to add Deals How to set up Tours
    How to fill out basic tour information How to add what's included in the tour How to indicate what is not included in the tour How to add a detailed description of the tour daily schedule
    How to set up Concierge
    How to complete self-check-in How to complete self-check-out How to create in-app push
    How to set a Reminder How to set up a Booking Engine
    Processing payments for reservations that came via the Booking Engine How to set up a Promo Code for a company How to create Booking Engine Pages Digital Contactless Reception How to connect your own domain name to Booking Engine
    How to create a Task

How to create an invoice in the accounting module

The Accounting module helps you to automate all routine accounting processes in a few clicks. It enables you to easily create invoices and payments as well as all accompanying documentation.

Here are quick step-by-step instructions on how to create an invoice:

  1. In the left-side menu, select the Accounting module and find the “Guests Invoices” tab.
  2. Click the “Create Invoice” button.
  3. How to create an invoice in the accounting module

  4. In the “Add positions from guests” search field, add the guest by entering their personal details.
  5. In the “ITEMS” block, select the items to be added to the invoice.
  6. The items can be added by double-clicking, or by clicking the corresponding buttons in the upper right corner of the block.

  7. Added items will be displayed in the “Add to invoice” block. If necessary, they can be removed from the list by double-clicking on the item or by clicking the corresponding buttons in the upper right corner of the block.
  8. Click the “Next” button.
  9. How to create an invoice in the accounting module

  10. On the second step of creating an invoice, you can change the data in the following fields:
    • Guest;
    • Language;
    • Currency;
    • Invoice No;
    • Invoice date.
  11. When choosing the type of payment, the fields corresponding to the selected type of payment will appear on the screen. If necessary, complete the additional fields with data. When changing the amount in the “Amount” field, a field with the remaining amount will appear.
  12. Please note that the account status depends on the selected type of payment.

  13. Click the “Create” button.
  14. You can download the newly-created invoice to your device.

    How to create an invoice in the accounting module


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