How to set up and customize the invoice content
An invoice is a PDF document that includes the list of all services and offers the guest has to pay for, as well as the details on available payment methods.
When creating an invoice in the HotelFriend system, your first step is to add your company’s legal information. After that, you can customize it with the logo, and choose which data fields to include and to highlight. You can also issue your invoices in various languages.
Initial invoice setup
- Go to Settings and select General.
- In the Legal Info section, fill in the fields with the relevant company information.
- Click Save.
Here is how to get started working with invoices:
- Go to Settings and select the Invoice tab.
- Select the fields that you want to display in the invoice header from the Guest Info, Hotel Info, Company Info, and Invoice Info sections. To highlight certain invoice fields in bold, mark the “B” icon near the corresponding field.
- To display guest names near invoice items, turn on the Show guest names next to items in invoice toggle in the Guest Info section. This option is also available in the Company Info section.
- To display information about the hotel, turn on the Display a header with information about the hotel toggle in the Hotel Info section.
- To add your hotel’s logo to the invoice, go to the Hotel Info section, select Upload file, and choose a .jpg, .jpeg, or .png file from your device.
- Fill in the bank account details in the Bank Details section.
- Verify the information and click Save.
Customizing the invoice appearance and content
Here is how to customize the look, feel, and information of the invoice:
Please note that if you have several languages configured in the system, you can switch the language, enter information in this language and save it.
If you need any help or advice in setting up and customizing invoices, please contact the HotelFriend support team and we’ll do our best to assist you.
