How to set up invoices
HotelFriend offers a flexible platform that lets you tailor your invoices to fit the unique branding and information requirements of your hotel. Use the steps below to configure your invoice settings and streamline your billing process.
- In the menu on the left, select Accounting and click on Settings.
- Go to the Invoice tab to begin your setup.
- Set up Guest info block:
- Set up Hotel info block:
- Set up Company info block:
- Set up Invoice info block:
- Set up Items block:
- Make necessary adjustments in the Invoice Template block.
- Change field names as needed in the following sections:
- Choose the desired Amount Format by checking the corresponding box.
- Set up Payment Settings:
- Click Save.
a. In the Guest info block, check the box next to each field you'd like to display on invoices. To make any field bold, select the checkbox with “B”.
b. To show guest names beside items, enable the “Show guest names next to items in invoice” toggle. To hide guest names next to items, disable the “Show guest names next to items in invoice” toggle.
a. In the Hotel info block, choose which fields to display by checking their boxes and highlighting them in bold by checking the “B” option.
b. To display a logo on the invoice, click Upload file and choose a logo from your device.
c. To display the footer image, click Upload file and choose an Image from your device.
d. To display a header with information about the hotel, turn on the corresponding toggle. To hide a header with information about the hotel, turn the corresponding toggle off.
e. To use the logo as a full-width header banner turn on the corresponding toggle. Turn off the toggle to disable this option.
a. In the Company info block, check the box next to each field you'd like to display on invoices. To display the fields in bold, select the checkbox with “B”.
b. To display guest names next to items in the invoice for the Company, enable the “Show guest names next to items in invoice for company” toggle. To hide guest names next to items, disable the “Show guest names next to items in invoice for company” toggle.
a. In the Invoice info block, check the boxes next to the fields that should be displayed in the invoices. To display the fields in bold, select the checkbox with “B”.
b. To display package names, turn on the toggle “Show packages names”.
a. In the Price field, select the price displaying type “Invoice with GROSS Positions” or “Invoice with NET Position”.
b. In the Accommodation Count field, select the option “Per stay” or “Per night”.
a. Invoice Header,
b. Invoice Table,
c. VAT Table,
d. Payment table.
a. Select the number of deferment days for invoice payments in the Invoice Payment Deferment.
b. From the drop-down list, select your preferred Default Payment Method In Invoice
Note If more than 1 language is configured in the system, switch the invoice setting language by clicking on the flag, enter data in the fields in the corresponding language, and save the changes.
To review your Invoice template, click on the “Preview” button in the upper right corner and check the data.
