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Hello hospitality lovers! 👋
Setting up the invoicing tool is your first step towards streamlined billing and compliance with Portuguese financial regulations.📊 But first, ensure the invoicing feature is activated in your Amenitiz account. If your property has more than 6 rooms, cheer up, because it's likely already included in your plan! 🌟 For those cosy establishments with fewer rooms, you can activate it via the marketplace 🛒. For a smooth start, check out our detailed guide on how to activate the invoicing tool in Amenitiz.
Now, let’s dive into the activation process and effectively manage settings within our partner InvoiceXpress, ensuring every 'i' is dotted and every 't' is crossed—financially speaking! 🤓
Step 1: Setting up the Invoicing Tool in Amenitiz
1️⃣ Go to the “Invoices” tab
2️⃣ Click on "Settings"
3️⃣ Click on "Edit"
Fill out all necessary fields:
Name: As officially registered.🏷️
VAT number (Número de IVA): Starts with PT5XXXXXXXX—typical Portuguese style. 🇵🇹
Address: Complete and accurate. 🏢
Email: Where you'll receive your InvoiceXpress credentials. 📧
Optional: Phone number for those who prefer a chat. ☎️
Once all the details are filled in and saved, click the "Activate invoicing" button.
Step 2: Verifying and managing settings in InvoiceXpress
Once you receive the welcome email:
1️⃣ Follow the Link to enter the realm of InvoiceXpress.
2️⃣ Set up and verify details (name, VAT number, full address, and email).
3️⃣ Update the initial password to something more secure. Remember, a strong password is like a good hotel door—tough to crack!🔐
⚠️If you are managing multiple Amenitiz accounts and you wish to associate them under the same NIF in InvoiceXpress these are the requirements:
✔️ Create a new activation for each hotel
✔️ Use the same NIF
✔️ You can also use the same email if desired
✔️ Use a different company name
✔️ Set a different default registered series for each account in InvoiceXpress
Now that you're set up with the invoicing feature in Amenitiz and have accessed InvoiceXpress, you’re on your way to financial finesse.🎩 For full operational capabilities, including issuing legal invoices, don't miss the crucial steps in the next article (that you can follow through this link), where we dive into activating sequential numbering and connecting with Portal das Finanças. 💼
Remember to check out our e-learning and entertainment platform tailored for professionals in the hospitality sector. Here is an excellent course that we'd like to recommend. |
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