How to Issue an Invoice

Invoicing is one way RoomRaccoon uses an integrated system to automate your processes and make it easy for you to send guests invoices. The process is done automatically when the reservation comes into the system.

When the reservation comes into the system a proforma invoice is automatically generated and this invoice is generally what the invoice will look like at the end of the guest’s stay. Once you change the status of the reservation to check-out this will automatically generate a check-out invoice which is a final invoice.

To issue the Check-out invoice follow the steps below.

1. Click on the reservation in the reservation overview

2. On the reservation, find the documents section and click on “view invoice”.

3. See your invoice 

4. If you are satisfied with the invoice. Click on the print icon to print the invoice. 

5. To email the invoice, go back to the documents section in the reservation and click “send invoice” to email it to your guest. 

6. RoomRaccoon will prompt you to send the invoice to the email address of the booker automatically, if you’d like to send this to another email address, change the pre-set invoice. 

7. Click “OK” and RoomRaccoon will let you know that “the email has been sent successfully”.

Good to know 

• If you view your invoice and have changes to make, in step 4 click on “create invoice” which is the last icon to the right. Here you can amend the invoice to your preference. 

• Once the check-out invoice has been made, this cannot be changed however you can create a credit note. For more on this, click here.