Category:Invoice: Difference between revisions
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[[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 | 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. | ||
== 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. | ||
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Under REPORTS->CUSTOM REPORTS you can create individual reports. If you add the "Assign Invoice Number" column, you will have buttons which you can click to perform this action. | Under REPORTS->CUSTOM REPORTS you can create individual reports. If you add the "Assign Invoice Number" column, you will have buttons which you can click to perform this action. | ||
If you want to automatically assign invoice numbers you can set up an Auto Action in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-AUTO ACTIONS. | If you want to automatically assign invoice numbers you can set up an Auto Action in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-AUTO ACTIONS. 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. | ||
====Search for Invoice Number==== | ====Search for Invoice Number==== | ||
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<embedvideo service="youtube">https://www.youtube.com/watch?v=wZr1_j7PJ0I</embedvideo> | <embedvideo service="youtube">https://www.youtube.com/watch?v=wZr1_j7PJ0I</embedvideo> | ||
<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 (beta)== | |||
You can generate E-invoices in ZUGFeRD / Factur-x format. | |||
*E-invoices are only available when the PDF is manually generated from the booking via the "Printable Invoice" button | |||
*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 | |||
**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 | |||
**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" | |||
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/ | |||
<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_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. | |||
==Lock invoices / Multiple Invoices== | ==Lock invoices / Multiple Invoices== | ||
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You can activate this function in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES. | You can activate this function in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES. | ||
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you have a booking with a locked invoice you will not be able to delete the booking. | |||
==Credit Invoice== | ==Credit Invoice== | ||
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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. | ||
== Accounting Software == | == Accounting Software == | ||
Beds24 integrates with [[Kashflow.com|Kashflow]]. If you want to use another system you can use [[ | Beds24 integrates with [[Xero]], [[Kashflow.com|Kashflow]] and [[[sevDesk]],. If you want to use another system you can use [[Make]] to set up an integration or use the data export function (see above) to download data you want to import into your accounting software. | ||
== Troubleshooting == | == Troubleshooting == | ||
*If you can no longer edit content, read this help document: [[Corrupted_Content|Corrupted Content]] | *If you can no longer edit content, read this help document: [[Corrupted_Content|Corrupted Content]] | ||