Category:Invoice - Revision history

Lesley: /* E-Invoice (beta) */

2025-04-11T09:18:37Z

E-Invoice (beta)

← Older revision		Revision as of 09:18, 11 April 2025
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	*E-invoices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button		*E-invoices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
	*To enable E-~~inoices~~ you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"		*To enable E-invoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"
	*Both the country of the guest and the seller are mandatory		*Both the country of the guest and the seller are mandatory
	**If you do not set a country in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice" the properties country will be used		**If you do not set a country in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice" the properties country will be used
	**If there is no country for the guest in the booking the properties country will be used instead		**If there is no country for the guest in the booking the properties country will be used instead
	**E-~~invices~~ are only available when the PDF is manually generated from the booking via the "Printable Invoice" button		**E-invoices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
	*You need to enter your tax information in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"		*You need to enter your tax information in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"

Lesley: /* E-Invoice (beta) */

2025-04-11T09:18:22Z

E-Invoice (beta)

← Older revision		Revision as of 09:18, 11 April 2025
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	You can generate E-invoices in ZUGFeRD / Factur-x format.		You can generate E-invoices in ZUGFeRD / Factur-x format.

	*E-~~invices~~ are only available when the PDF is manually generated from the booking via the "Printable Invoice" button		*E-invoices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
	*To enable E-inoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"		*To enable E-inoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"
	*Both the country of the guest and the seller are mandatory		*Both the country of the guest and the seller are mandatory

Annette: /* E-Invoice (beta) */

2025-01-03T11:06:48Z

E-Invoice (beta)

← Older revision		Revision as of 11:06, 3 January 2025
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	<div class="warning">{{#fas:exclamation-triangle}} You must use the download function in the booking. PDF files created using the browser's print function are not E-invoices, </div>		<div class="warning">{{#fas:exclamation-triangle}} You must use the download function in the booking. PDF files created using the browser's print function are not E-invoices, </div>

	[[File:~~Validate_E_invoicet~~.mp4\|640px]]		[[File:Validate_E_invoice.mp4\|640px]]

	<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The requirements can vary. If the invoice does not validate because of missing data first check if all required information is available in the respective fields in the booking. If this is the case and you can still not validate send us a support ticket via the SUPPORT button on the top of the control panel in which you paste the validation result.		<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The requirements can vary. If the invoice does not validate because of missing data first check if all required information is available in the respective fields in the booking. If this is the case and you can still not validate send us a support ticket via the SUPPORT button on the top of the control panel in which you paste the validation result.

Annette: /* E-Invoice (beta) */

2025-01-03T11:04:14Z

E-Invoice (beta)

← Older revision		Revision as of 11:04, 3 January 2025
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	For diagnostics to see the raw data add &showdata=1 to the url in the browser. There are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/		For diagnostics to see the raw data add &showdata=1 to the url in the browser. There are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/

	<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The requirements can vary. If the invoice does not validate because of missing data first check if all required information is available in the respective fields in the booking. If this is the case and you can still not validate send us a support ticket via the SUPPORT button on the top of the control panel in which you paste the validation result.		<div class="warning">{{#fas:exclamation-triangle}} You must use the download function in the booking. PDF files created using the browser's print function are not E-invoices, </div>

			[[File:Validate_E_invoicet.mp4\|640px]]

			<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The requirements can vary. If the invoice does not validate because of missing data first check if all required information is available in the respective fields in the booking. If this is the case and you can still not validate send us a support ticket via the SUPPORT button on the top of the control panel in which you paste the validation result.

	==Lock invoices / Multiple Invoices==		==Lock invoices / Multiple Invoices==

Annette at 10:03, 19 December 2024

2024-12-19T10:03:40Z

← Older revision		Revision as of 10:03, 19 December 2024
Line 68:		Line 68:

	==E-Invoice (beta)==		==E-Invoice (beta)==
	You can generate E-invoices in ZUGFeRD / Factur-x format. ~~Following limitations apply:~~		You can generate E-invoices in ZUGFeRD / Factur-x format.

	*E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button		*E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
	*to enable E-inoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"		*To enable E-inoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"
	*Both the country of the guest and the seller are mandatory		*Both the country of the guest and the seller are mandatory
	**If you do not set a country in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice" the properties country will be used		**If you do not set a country in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice" the properties country will be used
	**If there is no country for the guest in the booking the properties country will be used instead		**If there is no country for the guest in the booking the properties country will be used instead
			**E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
			*You need to enter your tax information in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"

	For diagnostics to see the raw data add &showdata=1 to the url in the browser. There are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/		For diagnostics to see the raw data add &showdata=1 to the url in the browser. There are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/

Annette at 09:29, 19 December 2024

2024-12-19T09:29:01Z

← Older revision		Revision as of 09:29, 19 December 2024
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	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	<div class="heading">Invoicing</div>		<div class="heading">Invoicing</div>
	This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICING		This page is about the menu {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING
	__TOC__		__TOC__
	Invoices can be generated from the "Invoice" tab of the booking.		Invoices can be generated from the "Invoice" tab of the booking.
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	You can generate E-invoices in ZUGFeRD / Factur-x format. Following limitations apply:		You can generate E-invoices in ZUGFeRD / Factur-x format. Following limitations apply:

	*E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button-		*E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button
	*to enable E-inoices you must enter the Business Name		*to enable E-inoices you must enter the "Business Name" in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice"
	*for diagnostics to see the raw data add &showdata=1 to the url in the browser		*Both the country of the guest and the seller are mandatory
	*there are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/		**If you do not set a country in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING "E-Invoice" the properties country will be used
			**If there is no country for the guest in the booking the properties country will be used instead

			For diagnostics to see the raw data add &showdata=1 to the url in the browser. There are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/

			<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The requirements can vary. If the invoice does not validate because of missing data first check if all required information is available in the respective fields in the booking. If this is the case and you can still not validate send us a support ticket via the SUPPORT button on the top of the control panel in which you paste the validation result.

	==Lock invoices / Multiple Invoices==		==Lock invoices / Multiple Invoices==

Annette: /* E-Invoice */

2024-12-19T09:21:45Z

E-Invoice

← Older revision		Revision as of 09:21, 19 December 2024
Line 67:		Line 67:
	<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> As a service to the guest the content of the confirmation table and invoice table will always use the guests language even if it is not supported.		<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> As a service to the guest the content of the confirmation table and invoice table will always use the guests language even if it is not supported.

	==E-Invoice==		==E-Invoice (beta)==
	~~Coming soon! Check~~ the ~~news on~~ the ~~dashboard~~ for ~~further information~~.		You can generate E-invoices in ZUGFeRD / Factur-x format. Following limitations apply:

			*E-invices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button-
			*to enable E-inoices you must enter the Business Name
			*for diagnostics to see the raw data add &showdata=1 to the url in the browser
			*there are online validators you can upload a pdf and it checks them, for example https://www.portinvoice.com/

	==Lock invoices / Multiple Invoices==		==Lock invoices / Multiple Invoices==

Annette at 14:55, 12 December 2024

2024-12-12T14:55:46Z

← Older revision		Revision as of 14:55, 12 December 2024
Line 1:		Line 1:
	[[Category:Guest Management]]		[[Category:Guest Management]]
			[[Category:Daily_Use]]
	<div class="heading">Invoicing</div>		<div class="heading">Invoicing</div>
	This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICING		This page is about the menu SETTINGS->GUEST MANAGEMENT->INVOICING

Annette at 17:40, 11 December 2024

2024-12-11T17:40:08Z

← Older revision		Revision as of 17:40, 11 December 2024
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	== Invoice Content ==		== Invoice Content ==

	===Invoice Description===		===Invoice Description===
	The "Invoice Description" will be included on guest invoices you create. HTML commands can be used to add style and format to your message. [[Template Variables]] can be used to personalise the invoice.		The "Invoice Description" will be included on guest invoices you create. HTML commands can be used to add style and format to your message. [[Template Variables]] can be used to personalise the invoice.
Line 66:		Line 65:

	<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> As a service to the guest the content of the confirmation table and invoice table will always use the guests language even if it is not supported.		<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> As a service to the guest the content of the confirmation table and invoice table will always use the guests language even if it is not supported.

			==E-Invoice==
			Coming soon! Check the news on the dashboard for further information.

	==Lock invoices / Multiple Invoices==		==Lock invoices / Multiple Invoices==

Annette at 19:59, 9 February 2024

2024-02-09T19:59:07Z

← Older revision		Revision as of 19:59, 9 February 2024
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	== Send Invoice via Email ==		== Send Invoice via Email ==
	To send an invoice as a pdf attachment via Email go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->AUTO ACTIONS and set up an Auto Action Email.		To send an invoice as a pdf attachment via Email go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->AUTO ACTIONS and set up an Auto Action Email. A template is available which you can further customize. Use the context help (?Icons) in the Auto Action and on the help page (click on HELP in the top right menu) for further instructions.

	If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses from channels the cannel might filter the attachment out so it is not delivered to the guest.		If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses from channels the cannel might filter the attachment out so it is not delivered to the guest.