A final (tax) invoice is a financial document with tax implications for both your guest and yourself.
The Excel invoice is a .xls file. This also known as a CSV, Consecrated Value file.
Guidance on how to set your invoice preference is provided in our tutorial 'How to set your preference for generating invoices, pro formas and credit notes'.
We recommend sending invoices on the day of departure. If you are VAT registered, this ensures you will only pay VAT after providing the service and receiving payment.
Open the booking and account
Click on the booking to open the Booking Details.
Click View Account.
Generate the Final Invoice
If you are invoicing a company or agency, they may ask you to issue a tax invoice in advance to pay you. If the booking is confirmed and the company is happy with the charges on the pro forma invoice, you can generate the invoice at this time. If any additional charges arise when the guest stays with you, these extras can be billed to a separate account.
Click 'Generate' next to the heading 'Invoice Number:'.
Confirm to generate the invoice and close the invoice account.
You will be prompted to open or save the file.
The download process will differ slightly based on the web browser you are using and its settings.
- Click to 'Open' the file.
- Alternatively, 'Save' the file.
If you choose to save or download the file, it will be saved in your downloads folder on your computer. You can open it from there.
The final invoice will open.
We recommend to convert an excel invoice to a PDF document before sending this to your guest to avoid changes being made to the invoice.
Have details on your booking changed?
If booking details change after a final invoice has been generated, you may need to create a new invoice.
NightsBridge will automatically create a credit note to counter the original invoice.
If you need guidance on reopening the invoiced (closed) account, follow the steps in this tutorial.
To generate a new invoice, follow the steps mentioned above. Should you require guidance on generating a credit note, review these steps for guidance.