This article covers the steps to follow after you connect the Spain Basque Fiscal Receipts (TicketBai) app to your property. If you still need to get started, please refer to this article.
By regulation, it's mandatory to register the property's integration as a device on Fiskaly's portal. To do this, follow the steps HERE.
How to generate a receipt
- Open the desired Reservation
- Click Actions and select Generate New Invoice
- In the Bill To field, choose the desired guest. Make sure the Revenue Breakdown is checked.
The guest's information must be complete for this to work. Additionally, it is essential for Spanish guests to provide a “Número de identificación fiscal (NIF).”
- Select the items and the transactions you want to include in the receipt
- Click Issue Invoice
- You can then go to the Documents tab and see all created invoices for that reservation and their status in the Invoices section.
The invoice takes about 30 seconds to be processed. Until it's been processed, you can only access a PDF generated by Cloudbeds, not by the application.
- Then, you can:
a. Click on the invoice number to view it
b. Change the status of the invoice to Paid or Void the invoice (if needed)
c. Go to Actions and click Email Invoice to send it
If the invoice generation fails, the invoice can be canceled. To see errors reported by the app, follow these steps: Settings -> Logs -> Filter by Change Made > API and Apps.
You can review all generated invoices in the Invoices Report.
Limitations
- Currently, the integration doesn't support:
- Invoices with adjustments.
- Invoices with “Taxes or fees not included”.
- Invoices with reimbursements.
- The invoice numbers shown on the reservation's Documents tab are not the real invoice numbers. The correct number can be found in the PDF accessed by clicking the (incorrect) invoice number.
- It is not possible to correct an invoice; only to cancel it.
- The action “Void and issue credit note” does not create a credit note on Fiskaly's side.
- If users have doubts about an invoice's status, they should check the status at TicketBAI's portal.
- Sometimes, invoice statuses can't be updated correctly because TicketBAI takes too long to update them.
- The endpoint POST /v1/events/cloudbeds/reservation/invoice_status_update_requested (that takes a JSON object with the propertyID and the invoiceID as parameters) runs a process in the integration that refreshes the invoice status.
If an error occurs during the synchronization process, it will be logged as Application Errors in the Activity log. You can review the errors by navigating to Settings > Logs and using the "API and Apps" filter under the Change Made section.
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