How to Send Consolidated Invoice Statements?

Modified on Tue, 13 Jun 2023 at 04:33 PM

You can now consolidate several invoices belonging to a booker and send them as one invoice statement. Previously you could only send a payment reminder for each invoice. You can find the invoices in your debtors list that will show you an overview of unpaid or partially paid invoices. 

This will help you keep track of outstanding payments and offers an easy way to remind your bookers about outstanding amounts that they can settle immediately online with RaccoonPay. 

Once the payment term has passed, overdue invoices are highlighted in orange in the debtors list. Grey invoices mean the booker still needs to check in or out.  

When a payment has been made online, it will automatically reflect in the reservation, and the debtor will be removed from the debtors list. 

How to send consolidated invoice statements?

Step 1: Click on Reports module on the left of your screen.

Step 2: Select your Debtors tab, navigate to the search bar on the left of your screen, and type in the booker's name to find an overview of all their unsettled invoices. 

Note: All overdue invoices are marked in orange. Grey means the booker still needs to check in or out.

Step 3: Check the box next to any invoice number.

Step 4: Then check the box next to the invoice number category above to be able to select all the booker's invoices.

Step 5: Send a payment reminder by clicking the Send Statement button on the top left of your screen.

Step 6: You will get a preview of what the consolidated invoice will look like. (The booker's email address will be automatically filled in.) Customise your message, select the language you want your invoice sent in, and click send once satisfied with the invoice.

Step 7: When the guest receives the invoice and clicks on PAY, they will be able to view their balance and settle it.

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