How to Handle Prepayments and Deposits When Connected to Xero

Modified on Mon, 14 Nov 2022 at 11:05 AM

When you receive a prepayment or deposit for a reservation, you need to make a tax invoice for that reservation for the prepayment received. You might receive an error message saying that the payment date is before the reservation date.

Although RoomRaccoon creates an automatic tax invoice this only happens when the reservation is checked-out, you will need to create an invoice for prepayments manually. 

How to manually create a tax invoice from the reservation

  1. Access the reservation from your reservations agenda (calendar icon).

  1. Scroll down to Documents and find “Invoice”.

  1. Click on “Make new invoice”.

  1. Select the prepayment to be invoiced. 

  1. Click Create Invoice.

  1. The Proforma invoice changes to a tax invoice.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article