From the Reservations section, access the detail of the reservation you want to invoice, by clicking on the edit button

Click on the [+] in the Invoice / Receipt section:

Fill in the details of the document on the left side of the screen and select the type: pro-forma, invoice, fiscal or generic receipts 👇

On the right side of the page, if you have already recorded payments in the reservation's detail,  the document will be marked as paid. However, payments will be highlighted in green (meaning they still have to be associated to the reservation) until you won't click Save at the bottom of the page.

If you have not registered payments in the reservation's detail, the document will be marked as unpaid. Click on the [+] of the Save Payoff section, to record payments👇

In the screen that will pop up, you can choose whether to set all the elements as paid (reservation, city tax, extra, etc.) - set the entry on ON, then Save.

Otherwise, leave it on OFF and type in each amount.

Save at the bottom of the page.
Your invoice/receipt will be ready to be sent or printed.

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Do you have any questions?
Email us at tech@octorate.com !
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Talk to you soon!

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