Skip to main content

How to find, invoice and record payments for your bills in one place

See every bill across your property — guests and visitors — in one page.

Overview

The Bills page brings every bill across your property — for both guests and visitors — onto a single page.

Use it to find bills you have not invoiced yet or that have not been paid, create a bill for a visitor who never booked a room, and issue an invoice or record a payment for several bills at once.

It is the fastest way to catch anything missed after check-out, without opening each reservation one by one.


Before you start

  • Open the Bills page from the main sidebar under Bills.

  • You need access to payments to record payments and issue invoices.

  • Charges, bills, payments and invoices are linked. If you are unsure why a bill is open, closed, or locked, read How charges, bills, payments, and invoices work together.


Step-by-step instructions

Find the bills you need

  1. Go to Bills in the sidebar.

  2. Filter the list using the options at the top:

    • Date: Today, This week or Custom

    • Invoicing status: Not invoiced or Invoiced

    • Payment status: Unpaid, Paid or Overpaid

    • Type: Guests or Visitors

  3. Or search by name or reference in the Search bill, client, booking field.

💡 Tip

Combine Not invoiced with a date range to find checked-out bills you forgot to invoice. Combine Unpaid with a date range to find bills you have not been paid for.

Create a bill without a reservation

  1. Click New bill.

  2. Click Add charge and enter the item, quantity, unit price and VAT.

  3. Click Create payment to record what the visitor paid, or Create invoice to invoice the charge.

📌 Note

A visitor bill is not linked to a room. Use it for walk-in extras, day passes or restaurant tabs. To link the charge to an existing booking instead, click Assign to reservation.

Record a payment for one or more bills

  1. Tick the checkbox next to each bill, or use Select all.

  2. Open the actions menu and click Create payment.

  3. Confirm the amount and save.

Issue an invoice for one or more bills

  1. Tick the bills you want to invoice, or use Select all.

  2. Open the actions menu and click Issue invoice.

📌 Note

A closed bill must be invoiced in full, so you cannot select individual charges from it. You also cannot mix non-invoiced charges with bills that already have an invoice. You can split the bill if you want to invoice charges separately.


FAQs

Why can't I see the Bills page?

The Bills page is available to users who can manage payments. If it is not in your sidebar, ask an admin at your property to check your permissions.


What is a visitor bill?

A bill for someone who used a service at your property without booking a room — for example a day pass, a restaurant tab or a walk-in extra. It is not linked to any reservation.


Can I invoice or take payment for several bills at once?

Yes. Tick several bills with their checkboxes, then use Create payment or Issue invoice from the actions menu to handle them together.


Why can't I select individual charges on a bill?

Closed bills must be invoiced in full, so individual charges cannot be selected. Only an open bill or its charges can be selected in part.


Why can't I edit a bill's charges?

If the bill is linked to an issued invoice, its charges are locked. Cancel the invoice — which creates a credit note — to edit them again. See How charges, bills, payments, and invoices work together.


Can I split a bill from this page?

Splitting is not done from the Bills list. You split a bill from the booking: go to Reservations or Planning, open the booking, click View booking details then the Charges tab, and click Split bill on the closed bill. The bill must be closed and not linked to any invoice. See How to split a bill into multiple bills.

Did this answer your question?