Invoices Report

Gabriela Garcia

Updated September 24, 2024 13:38

Cloudbeds has created a report that consolidates all of your invoices. Use this tool for financial control, internal and external auditing, and performance analysis. Here, you can:

Search for and filter out the invoices
View them in a new window
Email the invoice to the primary guest
Download them if needed

This report shows all invoices including the ones generated under the Groups module.

Access and use

From the Main Menu click on Classic reports
Go to Financial Reports and click on Invoices Report
Customize the filters
Click Apply

Filters

The invoices can be filtered based on the following criteria:

Invoice number: If using a prefix or suffix, please search without spaces (e.g., AA123BB) or only with the invoice number (e.g., 123).
Res #, Guest Name
Check-in date and Check-out date
Date Booked
Reservation Status
Invoice Created: To maintain a good loading speed, it defaults to the last three days. You can select up to three months.
Reservation Source

Invoices table

You will find the following columns in the Invoice Report:

Invoice Created (Date)
Invoice Number
Date Booked
Check-in Date and Check-out Date
Reservation Number: confirmation code
Guest Name
Reservation Status
Source
Actions (click the gear icon)
- Open invoice: This will open the invoice in a new tab where you can download or print it.
- Email invoice: Email the invoice to your guest. If multiple guests are on the reservation, the email will be sent to the primary guest.

Email and Export To option

Find the Email or the Export To button at the top right corner of the page to send the report via email as an attachment or download it as a PDF or Excel file.

FAQ

Why can't I see my invoices report?

If you cannot view this report, you may not have the necessary permissions. By default, the property owner has access to financial reports. Other users must be granted permission within Roles. Learn more about Roles and Permissions.

Also, if you have recently set up Cloudbeds PMS at your property and this is your first time generating this report, you may not have issued invoices yet.

Learn more about this topic on Invoicing - Everything You Need to Know.

What is Advance Invoicing?

Advanced Invoicing is an upgraded version of the existing Invoicing feature. If you have the feature enabled, you may want to check out our report, Invoices and Credit Notes, available inside Cloudbeds Reports.

The Invoices and Credit Notes report includes Invoice Type and Invoice Status which tells you if the invoice type is Invoice or Credit Notes and if the status is Paid, Open, or Voided.

Advance Invoicing is included in select packages and available as an add-on. To check your current Cloudbeds plan, follow the instructions in this article: How can I check my current Cloudbeds Plan (Package)?