Hello everyone,
Over the past two months, we’ve been working on making several fixes and improvements to the invoice module, all aimed at making the system easier to use and more versatile. While more updates are on the way, we wanted to share the latest changes we’ve introduced. See the details below!
— FrontDesk Master Team ✨
Content
Standard Invoice Table
Create invoice from scratch
Issue credit notes
{GroupName} key
Show accommodation per room type
Use billing details
Print invoice from Invoices list
Invoice number as file name
Link payments with invoice
Bug fixes
And more to come!
Standard Invoice Table
The recently added {InvoiceItemsTableStandard} will now be used as the default table for new invoice templates. This table offers translations in Spanish, Portuguese, French, and Polish, and it is responsive by adjusting to the selected table settings.
Try out the new table now, as the next update will offer even more customization options! For more details, see the section about upcoming updates.
Create invoice from scratch
Now it is possible to create an invoice not connected to any reservation. Head to the Invoices list and use the Add new invoice button. To create an invoice from scratch, just add the recipient details, set invoice dates, add items to the table and save it.
Issue credit note
Now it is possible to make credit notes to system invoices. Select the invoice to make a refund for, and click the Make Credit note button in the Invoices list or in the Payments tab of the Reservation Form.
Credit note will generate negative values for the original invoice and save it as a separate invoice type. In Invoices list, you can now filter invoices by their type: invoice or credit note.
The credit note number will be generated automatically based on the new credit note number setting. You can use a custom numeration or use the original invoice number for reference:
{GroupName} key
Use the {GroupName} key in your invoice template to extract the group name for a group reservation.
Show accommodation per room type
Now you can easily display accommodation per room type in the invoice table. The system will create a list of room types from the reservation and the quantity of units (beds in dorms and rooms in private rooms).
Use billing details
When you are using Billing Profile (Invoice button in Reservation or Guest details) to for reservation billing details, now the system will use those details for the invoice.
Print invoice from Invoices list
Now you can print or save locally the invoice faster with the new print option available directly in the invoices list.
Invoice number as file name
When saving an invoice locally, the system will now use the invoice number as a file name for easier files management.
Link payments with invoice
Linking payments with invoice will now adjust the Paid to date amount in already existing invoices. When you edit an existing invoice and want to connect more payments to it, it is now possible.
Bug fixes
We fixed several bugs related to invoicing, including:
– general invoice table bug fixes
– invoice list fixes
– items included into rate (e.g. breakfast included) are now included also on the invoice
– meals report fixes
And more to come!
In the next update, we will add some further enhancements to the invoicing part:
- Invoice template settings with predefined configuration for selected template
- Option to separate Sales by category and tax % in the invoice table
- Option to edit city tax value in invoice table
- Option to send invoice by email
- Showing surcharge on the invoice table as an item