Guest Manager Invoice Manager Tab

The Invoice Manager displays a list of all invoices that have been created for guest stays. Invoices are created at Step 7 - Charges in the Add/Edit Guest Stay screen.

The Invoice Manager includes the following options:

1. Open Invoices Only - displays all invoices with a balance due.
2. All Invoices - displays all invoices.
3. Uncharged Invoices - displays charges that have not yet been added to an invoice.
4. Edit Invoice - to edit the details of the selected invoice. This opens the Add/Edit Guest Stay screen at Step 7 - Charges, displaying all charges attached to the selected invoice number.
5. Edit Note - to change the note that appears at the bottom of the invoice.
6. Send as Email - to send a copy of the invoice as an attachment to an email.
7. Add Payment - opens the Add Payment window where you can add a payment to the selected invoice.
8. Print Invoice - creates a PDF of the invoice for printing. You have the option to print summary invoices, showing the totals for each type of charge, or detailed invoices, listing each charge, including each night, individually.
9. Add Note - to add a note to the bottom of all of the selected invoices.
10. Export to Batches - to create a batch for posting to QB (under construction)
    1. Note: Invoice vs. Donation. If you wish invoices for guests to be labeled as "donations" rather than "invoices", you have that choice in the Client Defaults tab in Admin. If you select "Use Donation Invoice for Guest" in the Charge/Payment section of Client Defaults, then each invoice that has a Paid By code of Guest will use the term "Donation." Invoices with any other Paid By code will use the word "Invoice."