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Video in Spanish How to record what you charge the guest and how to issue, validate and send their invoices.

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What you’ll see in the video

  • 0:00 · Paid and pending reservations on the calendar
  • 0:28 · Record a payment
  • 0:45 · Create the invoice: who it goes to
  • 1:24 · Delete a proforma
  • 1:40 · Simplified invoice
  • 2:00 · Validate the invoice
  • 2:19 · Send the invoice by email
  • 2:47 · Split an invoice in two
If your account already has the new invoices and payments window (being rolled out gradually), the screens differ from the video, but the steps are the same.

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Key points

  • Payments are recorded on the folio’s Payments tab, with Register payment.
  • Invoices are created on the Invoice tab with Create Invoice: they start as a proforma.
  • The proforma is validated when it’s due (usually from the departure) and then gets its invoice number.
  • To invoice separately, untick the lines you don’t want on that invoice: they stay pending for the next one.

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Learn more

How to record a payment

Record, edit or cancel payments.

How to create invoices

Proformas, validation and advance invoices.

Can't validate the invoice

Proformas that block validation.

Split a payment

Several payments and methods on one reservation.