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Here’s how to issue an invoice in Roomdoo:
If the check-out date has passed, the customer has paid, and no proforma has been issued yet, here’s how to create the invoice in Roomdoo:
  1. Open the reservation from the calendar or by reservation number.
  2. Click the Invoice tab → Create Invoice.
Invoice tab with the lines to bill to the guest and the Create Invoice button
Create invoice window with the New billing details, One of the guests, Search registered client and Simplified options, the invoice lines and the comments
  1. Choose who the invoice goes to:
    • Search registered client: if the customer is already on file, search by name, ID number, email or phone.
    • One of the guests: to invoice one of the reservation’s guests.
    • New billing details: if they’re not on file or the invoice is in someone else’s (or a company’s) name; fill in their details.
    • Simplified invoicing: an invoice without customer details, only up to the maximum amount your property allows.
  2. From here you can adjust several things:
    • Choose which products to remove from the invoice — those stay pending to be invoiced later.
    • In the comments box, add anything extra needed on the invoice.
  3. Click Save and the proforma invoice is issued.
  4. Once the proforma is created, the Invoice tab shows the proforma in a black box. At the top, a red box shows what’s still pending to be invoiced.
Proforma on the Invoice tab with the customer, date, lines and the Validate, Mail and Print buttons
  1. While the invoice is still a proforma, Roomdoo lets you email it (Email), print it (Print) and, from the proforma’s ⋮ menu, Edit proforma, Download PDF, Copy link or Delete proforma.
Once validated, the invoice isn’t modified in place. From the invoice’s ⋮ menu → Edit invoice you can change the customer, remove or add lines, or change quantities. When you save, Roomdoo automatically issues a corrective invoice that voids the original and a new invoice with the changes (with a different number), which is the one that stays visible in the Invoice tab and goes to the customer. Check carefully before saving: both are issued.If your account already has the new invoice window (being rolled out progressively), Roomdoo warns you before saving, the new invoice stays as a proforma until you validate it, and from the invoice view Cancel invoice issues a corrective for the full amount.If you only need to fix some text on the invoice, change the room-night amount because it was invoiced at the wrong price, or you’re unsure, contact support before touching it. See Modify invoice details and Correct an invoice.
  1. When the proforma can be validated, a Validate button appears on its black box in the Invoice tab. Click it and confirm: the box turns blue, with an invoice number attached. If your property has auto-invoicing, or is set up so that reservations can’t be invoiced before arrival or check-out, the button appears from that date.
Validated invoice on the Invoice tab, in blue and with its invoice number
Automatic validation of proformas (an overnight process) only applies if your property has auto-invoicing configured, which is the minority of cases. Otherwise, validate the proforma yourself when applicable: a proforma with an issue date that is left unvalidated can block the validation of later invoices. See The system won’t let me validate the invoice.

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Advance invoices

If the customer pays before the stay and needs the invoice right away, issue an advance invoice from the payment’s ⋮ menu → Create advance invoice. When you invoice the stay, the advance is only deducted from the total if the invoice goes to the same customer as the advance invoice. Step by step in Advance invoices.
You might also be interested in our guide on how to record a payment in Roomdoo.