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How to create an Invoice
How to create an Invoice
Updated over a week ago

To create an invoice in OTA Sync it is pretty simple and straightforward after you do the setup.

If you still did not do setup for invoices we advise you to check:

1. Settings > General > Add your Logo, Property Name, TIN, Registration Number, City, Address, Bank Account details, and Company Name if applicable..

2. Settings > Boards & Taxes > Please add if your taxes are included or excluded from the reservations prices and how much in % they are. Also, you can add City Taxes if you want to add them in the Invoice.

When you did all of that creating invoices will be super simple.

Just click on any reservation and click on the symbol below.

After that you will see invoice created with all your property details you already predefined earlier + with client details and with services that were included in the reservations.

  1. You can edit invoice details, type of payment etc

  2. You can not edit property details in invoice, it is explained where to edit on top of this article

  3. Client Guest details are fully editable

  4. Invoice services can not be edited but on left part you can uncheck specific services you maybe don't want to view on invoice

  5. Internal comments are always useful

  6. And easy buttons to SAVE or Cancel the invoice creation

After saving the invoice you will get the new options to operate with invoice.

So you can Print invoice, Send it to fiscal system, Export to excel sheet, send to guest email or adjust payment type.

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