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How to create Invoice and Payment

We have completely redesigned the Accounting module. Starting from version 3.54, the process of creating invoices has changed. Please check the new article by following this link.

Avoiding mistakes with invoices and payments is crucial for hotel reputation and guests' comfort. All financial operations smooth, error-free and effortless with our powerful hospitality software.

Invoice

  1. In the menu on the left, select “Accounting”.
  2. Select “Guests Invoices”.
  3. Click on the “Create invoice”.

  1. Select “For Person” or “For Company”.

  1. Enter the data of the guest/company.
  2. Make sure all the data is correct.
  3. Select all the services to be included in the bill (rooms, services, deals).
  4. Click on “Create”.

  1. The invoice can be downloaded, canceled, paid or sent.

Payment

  1. In the menu on the left, select “Accounting”.
  2. Select “Payments”.
  3. Click on “Add payment”.

  1. In the window that opens, you can choose to add payment “On booking balance” or for “Invoices”. If you choose to add payment “On booking balance”, you will only be able to do this for one reservation of the guest.If you choose to add payment for “Invoices”, you will be able to do this for all the invoices of the guest.

  1. Select the User you need.
  2. Select the booking you want to pay for (in case you’ve chosen “On booking balance”) or invoice (in case you’ve chosen “Invoices”).
  3. Select “Payment method”, sum and type in your comment if necessary.
  4. .Click on Add.

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