Issuing of advance invoice
Managing payments and advances in Hotel Sync is a crucial part of ensuring accurate reservation and invoice processing. This guide provides an overview of payment methods, detailed steps for processing card payments, an explanation of advances, and tips for troubleshooting common issues.
An advance invoice is a document that is created in order to record the payment that was made before the service was performed. There are three ways in which an advance invoice can be made:
Advance invoices can be created manually, through a new invoice, and then by changing the document type to Advance invoice.
2. Advance invoices can be created from the reservation window through the Invoice button and then by changing the type of document to advance invoice, after which the advance invoice is confirmed and fiscalised.
3. Advance invoices can be created through the Payment tab, where after inserting the payment method, date and amount, it is necessary to check Create advance box and click save
If the amount in the previous step was entered in EUR, before fiscalization, that amount can be corrected according to the payment in RSD.
Using advance invoice in final payment
The use of advance invoices is now done through the Payment method option in the following way:
If an advance is made from a reservation, then it will already be offered in the payment method
If the advance invoice was made manually, it can be added through payment method, by selecting the payment method Advance, and then selecting the advance itself from the drop-down menu.
When using advance invoices, we recognize three ways, depending on the amount:
The amount of the advance payment is the same as the amount of the invoice. This is the simplest situation. When charging the bill, a full refund of the advance payment will be made at the same time.
The amount of the advance invoice is greater than the amount of the invoice. When charging such an account, the advance payment will be refunded only up to the amount of the invoice, while the rest of the advance payment will be available for further use.
The amount of the advance payment is less than the amount of the invoice. In this case, it is enough to add a new payment method and combine it with an advance payment up to the full amount of the bill. The advance will be refunded in its full amount, while the account will be fiscalized in its amount
❗Note: Apart from these cases, it is also possible to combine several advance invoices in one account (Serbia only). This option is only possible if advance invoices are made on the same reservation. In this case, both advances will be refunded through one fiscal document.
If there is a need to cancel the unused part of the advance, in order to return the money to the client, it is possible, by finding that advance in the list
Then, in the advance itself, Actions - Storn Invoice is selected, where you will be asked if you want to cancel (storn) the advance
After this Storn Advance is created, just click on the fiscal button to fiscalise it.