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This [[Customise_Invoice_Template|help page]] offers further instructions.
If you want to make custom additions to invoices you can set up an internal custom question in {{#fas:cog}} (SETTINGS) > PROPERTIES > BOOKING QUESTIONS which you add to the invoice via a [[https://wiki.beds24.com/index.php/Template_Variables#Content_from_.22Details.22_tab]here]
===Invoice Charges===
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. 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====
<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.
==Lock invoices / Multiple Invoices==
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==
*Go to {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES and set "Close Lock Invoices" = Yes.
*Close the invoice you want to credit.
*Go to "Charges and Payments" and enter negative values for the items you want to credit.
== 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. 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.
== Accounting Software ==
Beds24 integrates with [[Xero]], [[Kashflow.com|Kashflow]]and [[[sevDesk]],. If you want to use another system you can use [[Integromat.com|IntegromatMake]] 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 ==
*If you can no longer edit content, read this help document: [[Corrupted_Content|Corrupted Content]]
