Preview/Finalise/Reinstate Invoice

PREVIEW
Until you Finalise an invoice, you can preview an invoice using the View button below the invoice or the Print button at the bottom right of the screen.

The preview will show all transactions that have been posted to the bill selected.

This can be shown to the guest to ensure that the information and transactions shown on the invoice preview are correct.

FINALISE
To be able to generate an Invoice Number the bill split must be finalised.

When the bill split has a Zero value, the Finalise button will appear.

When clicking on Finalise, no further changes can be made and an invoice number is generated.

If any bill splits are NOT finalised, the Check Out button at the bottom right will Finalise them automatically, providing each split has a zero value.

Clicking on 'View' will allow you to print or send a copy of the bill with the invoice number now generated to the guest.

REINSTATE
Once an invoice has been finalised no further changes can be made to the Invoice. This is because once an invoice has been generated it should be immutable for compliance reasons.

While the booking is resident, the option to Reinstate Invoice is available.

This process does not change the original invoice, but creates a credit for the bill split for all transactions made. Please note these will be reversed and re added on showing on the Postings report.

An additional bill split is then available with all the transactions of the reactivated invoice split.

Changes or additional transactions for corrections can now be posted in this.

Preview and Finalise (to link once finalised) will be available again to process.

When clicking Finalise the Invoice would be given a New Invoice Number.

Please note that undoing the checkout is only possible if the business day has not yet been completed. Once the day's closing has been carried out, all changes must be made via an NRA.

Click here for How to correct an Invoice past the check out date (Guest)