All the items you need to charge are inserted on the folio, or folios, depending on the number of invoices you need to issue on a reservation.
To issue an invoice, on the bottom of the folio click on “+Add payment”.
A pop-up window will appear where you choose the payment method; either cash, credit card, bank transfer or some other payment type.
After choosing the payment method, insert the amount you are charging. The balance gets automatically updated once you enter the amount. So, in case you have inserted a lower amount than the total, the system will adjust the remaining amount to charge.
You can also adjust the payment date in case it differs from the current date.
The next step after adding the payment is the invoice preview.
The upper left corner shows the date of issuing, delivery date, due date and the operator who issued the invoice.
Below the invoice number you can check the items you are charging, the previously chosen method type and the taxes.
On the upper right corner you can adjust the view of the items on the invoice, so for example you can hide item details or perhaps group charges.
All the changes need to be updated so it is necessary to click on “update preview”.
The final step is to issue the invoice, which you can send directly to the guest’s email.
By issuing the invoice, the balance is reduced accordingly. If the charged amount covers the total balance, then the folio gets automatically closed and you can no longer add charges to this folio.
Every issued invoice is to be found on the documents list within the reservation and within the booking documents.