1. In Invoice view click the pen icon at 'Pay for' field to edit what you want to include in the invoice.
2. There are different tabs to help you to make the selection.
The first tab is 'RESERVATION' here the unpaid items in the reservation will be grouped by the rooms. So if you have any products or offers added to a room these items will be included on the invoice if you select the room.
If there are products and services added to the reservation these will be listed independetly.
Use the check boxes to the left of each room to select which room or rooms you want to pay for.
3. Then there is the 'DAY' grouping. Here all items with the same date will be selected.
4. In the 'EXTRA' tab you will only see products that is added to the reservation.
Products that are included in the room rate will not be listed here as they are part of the room rate.
Products that are included in an offer code will be listed here.
5. The 'ADVANCED' tab will list each unpaid item individually. This will allow you to split the invoice anyway you like.
You can click the filter icon in the top right corner to simplify the selection.
6. A Filter panel will open to the left of the screen when you click the filter icon.
Here you can select all items in a certain date range, this is very useful if you do monthly invoicing.
You can also select all items of a certain type; Reservation, Product and Service. Where 'Reservation' is the price put on a room, activity room or inventory service, 'Product' is all products put on rooms, on the reservation or as part of an offer and 'Service' is any service added to the reservation.
If you need to add something with 0 rate to the invoice check 'Show full paid', this checkbox will show all items in the reservation including items that are already paid and items that have price 0. The 'Show full paid contracts' is available in all tabs.
Click 'Apply' to select all items that match your selection.
Click 'X' or outside the panel to leave the view without any changes.
7. When you have selected the contracts you want to include in the invoice, click the check mark icon in the top right corner of the tabs to go back to Invoice view. In invoice view you can see that the 'Pay for' field have updated depending on the tab you used to make you selection and the 'Amount' field has updated to the sum of all items you selected. Review all other fields of the invoice and click 'Save' in top right corner to create the invoice.
