Overview
A simplified invoice is a fiscal invoice issued without the client's details: no name and no tax ID appear on the document. Use it when a guest pays and does not need an invoice made out to them.
Simplified invoices are available in Spain for amounts up to €3,000 and in Portugal for amounts up to €1,000. You choose the invoice type in the panel where you issue the invoice.
Before you start
Simplified invoices are available in Spain and Portugal only.
Amenitiz is enabling them progressively. If your invoice panel does not show Invoice type, they are not active on your account yet.
In Portugal, register a simplified invoice (FS) series with the Autoridade Tributária and in Amenitiz before you issue one — see how to set up and use fiscal invoicing in Portugal.
The limit covers the full amount of the invoice, VAT included.
Issue a simplified invoice
Open the booking and go to the
Billstab, or go toBillsin the sidebar and select the bills you want to invoice.Click
Issue Invoice.Under
Invoice type, selectSimplified invoice.Full invoicestays selected unless you change it.The panel confirms No customer details required and skips the Pick a client for the invoice step.
Select the charges and payments to include, then confirm to issue the invoice.
📌 Note
The invoice PDF keeps its usual design. The only difference is the client block: a simplified invoice carries no name and no tax ID.
⚠️ Warning
A guest who needs the invoice for VAT deduction needs a Full invoice. You cannot add client details to a simplified invoice once it is issued — cancel it, which creates a credit note, and issue a full invoice instead.
FAQs
How much can a simplified invoice cover?
How much can a simplified invoice cover?
In Spain, up to €3,000 including VAT. In Portugal, up to €1,000 including VAT, under Artigo 40.º do CIVA. Above those amounts, issue a full invoice.
Why can't I see the Invoice type step?
Why can't I see the Invoice type step?
Three things to check: your property is in Spain or Portugal, simplified invoices are active on your account (Amenitiz is enabling them progressively), and — in Portugal — you have registered a simplified invoice series.
What does "This company needs a registered simplified-invoice series" mean?
What does "This company needs a registered simplified-invoice series" mean?
This applies to Portugal. A simplified invoice is issued under its own FS series, which must be registered with the Autoridade Tributária and match the series set in Amenitiz. Follow how to set up and use fiscal invoicing in Portugal, then issue the invoice again.
The guest asked for their details after I issued the invoice. What do I do?
The guest asked for their details after I issued the invoice. What do I do?
Cancel the simplified invoice — this creates a credit note — and issue a full invoice with the client selected. See how to cancel an invoice and log a refund or voucher.
Is this the same as the Simplified invoice format setting?
Is this the same as the Simplified invoice format setting?
No, they are two different settings. The two carry almost the same name in the product, so go by where they sit. On the Invoices settings page, Type of invoice controls how charges are grouped into lines on every invoice — see how to choose your invoice format. In the panel where you issue an invoice, Invoice type — described here — controls whether client details appear on that one invoice.
Does the guest's name disappear from Amenitiz?
Does the guest's name disappear from Amenitiz?
No. The booking, the bill and the payment keep the guest's name in Amenitiz. Only the invoice document leaves the client details out.