#INVOICE TO GO HELP HOW TO#
You can choose to generate detailed or simplified invoices, click here to see how to manage these modes. If the invoice has a draft status, no credit notes will be created. Note that if you cancel an invoice, it will automatically generate a " Credit note" of the amount of the invoice. With this method, it will not be possible to link this invoice with a reservation.Ĭancel an invoice: you can cancel an invoice by going to the invoices tab and clicking on " Cancel": You will then be able to " approve the draft" of the invoice, and then to send it by mail, and to record a payment on this invoice. You will have to enter your Client's name, add client info if needed, and then add each item you want to associate to this invoice: In the booking details, in the invoice tab, you can see which payments and transactions are linked to which invoices.Ĭreate an invoice independently of a reservation: go to the tab > Invoices > Invoices and click on > New. If 100% of the payments have been registered, then the invoice will not be editable any more. Then, you can " finish the edition" and " approve the draft", send it by mail, and record a payment on this invoice. If 100% of the payments have not been registered yet, you will be able to edit the invoice, adding and removing items:
If you want all the payments and charges to be registered in 1 invoice, you only have to put a tick in all the payments and charges before generating the invoice. You can also choose to add only part of a payment to the invoice. From here, you can choose one or several payments, and one or several charges per invoice.įor example, here I am creating an invoice for the room, and I will create another invoice for the pizza with the corresponding payments: You will have the details of the payments and refunds registered in the reservation, and the details of the charges of the reservation. Go to Commerce > Invoices > Actions > Link Contract or to Studio > Contracts > Actions > Link. For example, the label can be "employee name" and the value "Juan Dupont" in the case the client is a company with an employee staying in the room that night. ShootProof Support Help Center home page. On the left you can add a new label, and on the right the value.
You can then choose if you want the stayer or the client to appear on the invoice:īy clicking on " Add client info", you can a dd any information you want on the client which will appear on the invoice. Go to > Invoices tab:Ĭlick on > Generate an invoice to start creating your invoice. Simply select the reservation for which you want to generate an invoice by clicking on > View booking details :īy clicking on it, a vertical banner will appear on the right side of your screen. Generate an invoice from a reservation: simply go to > Reservations in the sidebar of your Amentiz administrator area.
This article explains how to create an invoice, from a reservation or not. Clients may ask you for invoices for their reservations, or you may need to generate new invoices in general.
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