How to set up the invoicing tool

Article author
manuela.lupo
  • Updated
Invoicing tool is a tool integrated into the Amenitiz platform that allows you to create invoices, receipts, estimates, and credit notes directly from your reservations or your client contacts in your account.

It’s possible that the feature is already activated for you if you are a property with more than 6 rooms, as it is included in your plan. However, if you have fewer than 6 rooms, you can activate it through the marketplace. We provided an article that explains how to activate the invoicing tool.

Here are the steps to follow to set and add the information correctly:

  1. Go to Invoice 
  2. Click on "Settings"
  3. Click on “Edit”

General Info: fill in legal information about your business, each field is mandatory.

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Invoice Setting: This section lets you personalize the numbering sequence for your invoices and credit notes. If you have previously generated invoices in another system, it is important to select the appropriate numbering option. This ensures that the numbering continues seamlessly from your previous system when you create your next invoice.

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If you don’t adjust the numbering settings before generating an invoice, you will be unable to modify it later. Amenitiz cannot make changes to your invoices once they are created. Therefore, it is highly recommended to verify the accuracy of the numbering sequence before initiating the invoice creation process.

Contact Info: fill in your contact details here.

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Click "Save" at the bottom to save your changes.

Multi-companies:

To manage multiple legal companies, you can add another business entity by following these steps in the Invoice Settings:

  1. Click on the "Add Company" button.
  2. Fill in the required general information for the new company.
  3. Configure the invoice settings as per your requirements.
  4. Provide accurate contact details for the new company.
  5. Save the changes.

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Once you have added the additional company, you will have the flexibility to choose the desired company for invoicing when creating an invoice from a reservation.

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