This article shows you how to send generated invoices to your guests using Email Invoice function inside the reservation.
If you're using Advanced Invoicing, you also have an option to email the invoice while generating it. Learn more: Invoicing - How to generate and download invoices from reservations
If you selected to Use guest language if available in the Invoicing Settings, make sure to have the Reservation Invoice email template translated in other languages.
Access the desired reservation and follow the steps below:
- Click on Actions drop-down menu
- If you have an invoice generated already, you can select Email Invoice. Otherwise, please check: How to generate and download invoices from reservations.
This option allows you to send multiple invoices to multiple recipients. The system will take the recipient email from the Guest Details.
If you need to send the invoice to a different email/recipient, access the Guest Details tab and change the guest's email address. Follow steps: How to edit guest's details.
- Select the invoice(s)
- If you only have one invoice created for the reservation, the system will greyed out this option
- Select recipient(s)
- By default, the primary guest will be selected
- If you only have one guest on the reservation, the system will greyed out this option
- Click on +ADD INVOICE AND RECIPIENT to send multiple invoices to different recipients
- Applicable when you have more than one guest/invoice
Each selected invoice will be sent in a separate email.
- At the moment, it is not possible to add the recipient's email manually. We are planning to add this option in the near future.
- Click Email Invoice
You can review the invoices sent on the Email Messages tab.
Comments
PLEASE prioritize allowing us to send an invoice to an alternate email address without requiring us to edit a guest's primary information. This is ESSENTIAL for guests who use travel agents or who have assistants or family members handle their affairs.
We need the guest's full information AND we may only need the email information for the person who handles their travel or financial affairs (in other words, we may not need an entire Guest Details table for this person). Also, these extra helpers often just email us and want us to send them an attachment. They dont want us to generate an email from our system.
We need to be able to download an invoice and attach it to an email to reply to a person who has contacted us directly.
Hello, Jennifer Ose-MacDonald,
Thank you so much for taking the time to share your improvement ideas with us; we truly appreciate your valuable contribution.
Regarding your suggestions, please know that invoicing optimization ideas are already on our team's radar for review.
Regards!
Is it possible to add features of automatically generated invoices to send to the guest's email directly?
Hello, Xun Ruan,
We have created a new ticket for you so that our Support Team can take a closer look and assist you with this inquiry as soon as possible.
Regards,
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