Given that there are numerous combinations when issuing invoices, we will list the most common examples and ways to issue a receipt on a folio.
Situation 1: issue the receipt without the existence of a prepayment
In a situation where you did not charge the guest the cost before arrival, but want to charge the entire amount on the spot, you should click on "+ Add payment" on the destination folio and proceed to issuing the receipt.
Situation 2: prepayments issued in the entire amount of the folio
If you have a situation where the reservation was not in-house at the time the prepayment receipt/invoice was issued, and the folio balance is reduced to 0, it is necessary to issue a receipt in order to close the folio.
Click on "Create" at the top of the folio and thus close the folio.
This reservation is marked "paid" because the entire balance of the reservation is 0 and all the folios inside it are closed.
Situation 3: a prepayment was issued for a certain part of the total amount
In a situation where you have issued a prepayment invoice/receipt to the guest in an amount that does not cover the entire folio, and during the stay you want to charge the rest of the amount and create a receipt, you need to click on "+ Add payment", enter the payment method and continue to the receipt overview.
On the receipt, the description of the items shows all costs from the folios, together with the tax rates.
With the payment method, the prepayment that you originally issued on the folio is withdrawn and is displayed in the negative, and below the prepayment, the payment method that you entered in the previous step is displayed.
After you have checked the appearance of the receipt, click on "issue receipt" so that you can close the folio.
