Go to the Payment tab.
After clicking “Generate Invoice”, a confirmation popup will appear.
You can select the items to be generated.
You can also click “+ Add adjustment” (optional) if there is some adjustment and fill out the form.
There are several fields to fill in:
Adjustment Type: the type of your adjustment.
Addition: option to add a certain amount in the invoice.
Deduction: option to deduct a certain amount from the invoice.
Date: the date for adjustment.
Item Name: the adjustment item name.
Adjustment Amount: the amount of the adjustment.
Subjection: select subjection (Host or Owner).
You can add more than 1 adjustment.
Click “Save” to proceed.
To cancel the action, click “Cancel”
Click “Generate” to proceed the invoice.
If you want to cancel the action, click “Cancel”.
Your invoice will appear in the Invoices list.
Invoice list contain several information:
Invoice Number: the number of the invoice.
Item Name: the name of each item you have booked.
Total Charge: the amount for each item.
Remarks: the remarks for each item.
Recipient: the recipient of the invoice or to whom you send the bill. In Guest Booking, the recipient will be automatically the Guest, while in Agent Booking, you can choose between Agent and Guest.
Status: the status for the invoice—’Draft’ or ‘Confirmed’.
Action:
Download Invoice: click it to download the invoices.
Void Invoice: click it to void and delete the invoice and revert back the associated item to the list of items.
Sub Total: the total amount of all items before any adjustment and discount applied.
Total adjustment: the total adjustment amount for all adjustments that are related to the invoice.
Total discount: the total discount amount related to the invoice.
Grand total: the total of the invoice amount.
Balance Due: the total payable amount.
How to Generate the Invoice before Proceeding with the Payment
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Written by Delta HQ Support Team
Updated over a month ago