Effortlessly Manage Your Hotel Invoice PDF for Operations

Hotel invoice pdf for Operations

either this is Wayne with cloud 9 business apps and we're gonna do a quick little video and showing you how to change invoice amounts so for instance when a guest adds an extra night or what not or you've just decided to give him a different price you know because it was a problem or whatever so essentially I'm just gonna look at this we're just gonna look ahead in time here so I'm looking about 5 days ahead I see this invoice for Ethan so he hasn't arrived yet it's another week to go but let's say he calls you up and instead of wanting to check out on the 26 he wants to add a night and check out on the 27th so we can just do that and then we can just click Save or update save will close this modal but we don't want to do that we want to just update it and then we want to go to the charges and payments and you'll see that this room is at $200 a night it didn't change the 200 so it's still showing 200 it should now be showing 400 so what you do because you've changed it the dates back here in the summary the system knows that so under charges and payments you just recalculate price and charges it's gonna ask if you want to remove the existing invoice charges or just add more in this case we want to remove the existing charges and just recalculate and there now you see 400 dollars and all the taxes calculated as they should and let's say Ethan phone juvie says hey can you send me an invoice and just like you've seen in other videos possibly there's the other invoices under mail and actions if there were email address here I'll put one in I'll just put one of mine in and I'm gonna update again and now we'll see the ability to send the invoice so you just click send invoice and you have the invoices automatically attached to the email and it's pre-populated with some stuff but you can add you know you might want to send this to ethan and say here is your updated invoice and send and off the invoice goes to Ethan pretty straightforward so I'm just gonna save this now because we don't need it opened up anymore and you'll see it switched it to two nights as well on the calendar let's say Ethan arrives and is checking out - actually we have somebody checking out right here Cynthia will open that reservation up we'll go to charges and payments was a hundred and ten dollar room let's say she found some sort of a problem and you want to reduce her price to one hundred dollars this is a little bit more complex so basically what you have to do you can change it to a hundred dollars but you're gonna have to remove these taxes so we're going to remove each of the taxes so I'm basically just clicking these little three dots here and delete taxes and now we have to add them again so you use this drop-down menu GST and so now it's gonna be it's five percent so five dollars on one ten as opposed to what it was before you also charge PST add that and then the local tax if you're so unfortunate as to have to charge one to your customers so there it is now it's all recalculated with the proper amounts this one had a payment of 120 650 so it shows a balance due of 1150 so you could just write here refund and 1150 so absolutely you're for a refund you're gonna have to put negative 150 and under the payments and that and you will see that the balance is zero so and again you can send print invoices and whatnot that's basically how you go ahead and change so if they change the number of nights you can do the recalculate it'll do all the just ta taxes and whatnot other changes you might have to manually do those tax changes so that's it thanks for watching and we'll see you in another video okay bye-bye