How to create an Invoice: Quick & Easy! 🧾

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Whether a client requests an invoice or you just need to generate one, it's all super simple! Here's how you can create an invoice, either from a reservation or independently. Ready? Let's go! 🚀

Step-by-step guide 👩‍💻

1. Generate an invoice from a reservation 🏨

• Go to Reservations: On your Amenitiz dashboard, head over to the Reservations tab in the sidebar. Find the reservation you want to invoice and click on View booking details.
• Open the Invoices Tab 📝: Once the reservation details appear on the right side of your screen, navigate to the Invoices tab.
• Click "Generate an Invoice" 💻: To start creating your invoice, simply hit Generate an invoice.
• Choose Who Appears on the Invoice 🆔: Decide if you want the invoice to reflect the stayer or the client. You can add specific client details by clicking on Add client info (e.g., if you're invoicing a company, the client, and need to add employee details, the stayer).
• Select Payments and Charges 💶: You’ll see all the payments and charges linked to the reservation. Pick which ones should go on the invoice.
  
  Example 🧐 : Create an invoice for the room, then make another one for that late-night pizza order. 🍕👌
• Generate the Invoice 🧾: After selecting what you want on the invoice, click Generate. If not all payments have been registered yet, you’ll be able to edit the invoice. Otherwise, once all payments are registered, the invoice becomes non-editable. You can then:

  • Send it by email or record a payment

  • View Invoice Details

In the booking details, under the Invoices tab, you can see which payments and transactions are linked to which invoices.

2. Create an invoice independently of a reservation 💡

• Go to the Invoices Tab: Navigate to Invoices Invoices, then click on New to start a new invoice.
• Add Client Details 🧑‍💼: Enter your client's name and additional info if needed (e.g., business name or contact details).
• Add Items 🛒: Add each item or service you want to include in the invoice (e.g., accommodation, extras, meals).
• Record a payment, approve & send: Once everything is ready, don't forget to click on Record a payment and later on Issue invoice. You'll be able to send the invoice by email by clicking on the 3 dots near the View pdf button. 

Independent invoices cannot be linked to a reservation.

Creating invoices in Amenitiz is as easy as it gets. Whether it's for a single booking or an independent charge, you've got all the tools you need to keep your billing in check. 💼✨ Now go ahead and make those invoices shine!