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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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