How to credit an invoice?

ℹ️There are multiple reasons for you to credit an invoice, for example:

All financial documents, such as invoices can be found in the Billing Section of a reservation.

There are two ways to get there:

Booking Page of the reservation:
Via the Booking Pop Up:
- The Booking Pop Up can be found by clicking on theeye-icon behind the booking on the far right:
- Or by clicking once on the booking in Rooms (calendar):

Take the following steps to credit an invoice:

Locate the Invoice you wish to credit:
For instance, you may need to credit an invoice issued under the guest’s name that should have been made out to the company instead:
Click on the More Action Button (3 dots behind the invoice) and click on Credit Invoice:

*If there are multiple invoices that have false information, repeat the above for each incorrect invoice.
Creating new invoices are created after crediting previous invoices, you can see them in the billing part of the reservation:

💡TIP:

👉To create a new Proforma/Invoice go check out the following article: 'How to create a Proforma'

This will show you the exact steps how to create a Proforma with the correct information and afterwards finalise this into an invoice.

Also handy:

Invoices cannot be modified for legal reasons. If any invoice details are incorrect, you must issue a credit note for the existing invoice and generate a new one with the correct information. For detailed instructions on how to credit an invoice, please refer to this article.