Generating invoices and recording payments are essential steps in managing guest transactions accurately. In this tutorial, you’ll learn how to quickly create an invoice and register a payment within Spoonbill PMS, helping you keep your records clear and up to date.
- You can generate an invoice inside the reservation configurations. That means you can either generate the invoice when you make the reservation or later by finding it on the reservation list or in the calendar.
- Click on Invoices.
- To add the payment you need to go to the Payment Records menu. You can do that by simply clicking on Payment Records. Then click on Add New.
- This form will pop up. Complete all the fields with information based on your current situation and click on Add New.
- Now click on Invoices and you can see that the status of the invoice has changed. Now it is fully paid.
- You can also click on the icon below Actions. A menu will pop up in which you have different actions like Fiscalize, Discard, Send as Email ect.
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