How to create a reservation invoice

An invoice in a hotel serves as a detailed statement of charges incurred during a guest's stay. It typically includes the room rate, taxes, and any additional services or amenities used, such as dining, spa treatments, or room service. The invoice is presented at checkout, providing guests with a clear breakdown of their expenses, ensuring transparency, and facilitating the payment process. Accurate invoicing is essential for maintaining customer satisfaction and trust, as it reflects the hotel's professionalism and attention to detail.

How to create an invoice

The 'Create Invoice' button is available to the user only when:

1. the status of the individual reservation is 'Confirmed' or 'Checked-In';
2. the group reservation is split and the status is 'Confirmed' or 'Checked-In'.

If group reservation is not split - the following validation message appears.

This button is in the general button bar at the top of the reservation. 

When click on this button, the system will generate an invoice with all the charges available in the overview - rooms, arrangements, city taxes, city tax exceptions, services, etc.

When all items are invoiced, the reservation is marked with a 'Locked' tag, which indicates that changes to the room, arrangements, city tax products, and similar aspects are no longer allowed. The text of the message is customizable - discover more details in this article.
discover more details in this article.

Grouping invoice lines

The system generates an invoice with the status Posted. In this status, you cannot make any changes to the quantity, name, or price of the product. All invoiced goods are grouped according to the following criteria: If the name, price, and tax are the same, this product will be grouped in one line. If at least one of the above is different, there will be a few lines.