How to Generate an Invoice in a Reservation

You can easily generate an invoice directly from the reservation. All you have to do is choose a reservation and print the invoice from the invoice section of the reservation.

How to generate an invoice from the reservation 

1. Click on the Reservations module on the left of the screen and navigate to the Calendar tab. Click on the reservation.

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

3. Click on “Make new invoice.”

4. Select the element/s to be invoiced. 

5. Click Create Invoice.

6. The Proforma invoice changes to a tax invoice. 

Good to know 

• If you change the booking status to “checked out”, the checkout invoice will automatically be generated which you can print or email for your guest. 

• If you’ve made a mistake you cannot change the invoice, click here for more on how to create a credit note on an invoice.