Invoice preparation checklist
☐ Ensure that you have pre-set invoicing fields in your Invoicing rules
☐ Check all of the details that will appear are correct in your Legal entity name
If you haven't configured your invoicing rules yet, you have more information here. (LINK)
If you would like to change any details in your Legal entity name, remember that you can change it from Configuration - Company, and is found at the bottom of the page (LINK)
Where can I issue booking invoices from?
There are 2 sections in our system where you can issue your invoices:
a) Directly on the Booking Page.
b) From the Account section - Accounting > Invoicing > Issue invoices from booking.
a) From the booking page
Open the relevant booking. You can find a specific booking by going to the Bookings section and selecting List of bookings. From there, you can open the booking page.
Click
Actions → Invoicethat can be found at the top right-hand corner of the page.Choose one of these options:
“Invoice this booking”: the invoice is issued in your agency’s name.
“Invoice as owner”: the invoice is issued in the owner’s name.
The system will automatically load the default invoicing rule (VAT, company name, series, etc.).
If needed, select another rule from the dropdown menu or manually edit the data before issuing.
b) Issuing invoices from the Accounting section
To access this section, you need to go to the Accounting section,select Invoicing and then Issue invoices from bookings in the submenu.
From here you can issue invoices from a a broader list of bookings.
Select the booking that you would like to .
Click Actions and select Invoice.
Review the parameters and click “Create”.
Making sure your invoice is correctly issued
Before the invoice is generated, the system shows the pre-set fields that you have configured in your invoicing rules.
Here, you can double-check that all of the information is correct, as once issued, the invoice cannot be modified (even if you later change any client data). If you need to make changes, a credit note must be issued and then a new invoice can be issued.
Keep in mind that the language that the invoice is issued in is the language configured in your legal entity name.
Recipient field
Client (Private individual): Simplified invoices are issued; full address and identification number are not required.
Company or self-employed: Standard invoices require complete data (name, identification number, and address). If any details are missing, a warning will appear for you to correct it.
Correcting invoices
If you need to change any details in the issued invoice i.e Company name, ID number, misspelt names etc., you must issue a credit note:
First, issue a credit note with the original data.
If issuing from the booking page, you can find the invoice by clicking here:
Then update the client information in their profile.
Finally, issue the new correct invoice.
Important tip
Credit notes will only be issued with the exact same data as the original invoice.
Best practices
Set up your invoicing rules properly from the start. It will save you corrections later.
Always review the preview before confirming.
Use the aggregated invoice only when all bookings belong to the same client.
Additional info
Multibooking vs aggregated invoices
Issuing multibooking invoices - Issues several invoices, each with its own series and number.
Issuing aggregated invoices - Issues a single invoice with several bookings for the same client.
Please note that it is not possible to issue multiple/aggregated invoices if you are using one of the following export modules:
SAF-T
Fatturazione Elettronica
TicketBai