Invoicing - Frequently Asked Questions

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This article includes the most frequently asked questions related to invoicing.

If you would further information on how to setup and customize your invoice settings, please refer to the following article: Invoicing - Settings

The following articles may be useful for you:

Is it possible to reset the invoice number?

No. To avoid different invoices generated with the same number, the system doesn't allow you to reset the invoice number even if you delete the reservation from the system.

Example:

  • In 2019, Starting Index Number (invoice number) was configured to "1" and since then there have been 2163 invoices generated.
  • The following year, 2020,  you wish to reset the index number to "1" again

Result: The invoice number will be sequential, it will not start from 1 again but continuing to 2164.

Workaround:

You can mark a new tax period by using the Prefix and Suffix option and rounding up to the nearest 100.

  1. Restart the invoice number at 2200
  2. Use the Prefix section to indicate the year
  3. Use the Suffix section to indicate the starting invoice number of that year

    The first invoice generated in year 2020 would appear as follows: 2020 - 2200 - 2200 and the second would be 2020 - 2201 - 2200.
Can I create an Invoice for each guest

Please refer to this article to learn more about this topic: Can I create an Invoice for each guest

How can I email a specific invoice to guest?

Please, refer to this article for detailed instructions: How to Email an Invoice?

Where can I find, download, and print invoices?

You can open an invoice from within a reservation where it was generated by accessing the Reservation Details

  1. Select Documents
  2. Then, click on the Invoices tab

You can also search for the invoice(s) on the Invoices Report page. From here, you can open and then download the invoices from this report

Click on the invoice to download it. The invoice will open in a new tab. Once open, you can download the invoice.

You can also print the invoice by clicking on the printer icon

How to proceed if I'm unable to print the invoice?

Problem: You clicked on an invoice, and the file was downloaded in a browser as blank document.

Possible solutions:

  1. It is recommended to add Cloudbeds to the list of secured websites in McAfee extension (if you use one) or any other security extensions
  2. Disable McAfee extension in Chrome if it's not currently being used
  3. Enable the feature download PDF file instead of automatically opening them in Chrome

To do so, follow the steps below:

  • On your computer, open Chrome.
  • At the top right, click on More Settings
  • At the bottom, click Advanced
  • Under Privacy and security, click on Site settings
  • Near the bottom, click PDF Documents
  • Turn on Download PDF files instead of automatically opening them in Chrome
Why is the name on the invoice different from the guest's name?

Scenario: 

  • You have a reservation under the guest's name Jada Smith
  • You posted a transaction on the guest's folio
  • The name on the previously posted transactions will still show as Jada Smith

Then, at a later time, you need to change the guest name to Will Smith

  • Even if the guest name has been changed to Will Smith, when you generate another invoice, the previously posted transaction will still belong to Jada Smith
  • Why? The invoice will always reflect the information on the folio and not the reservations data

If there are any pending transactions, they will be posted with the current guest name (in this case Will Smith).

Note that there is an exception for pending Scheduled Payments that will be processed by a payment gateway. The payment will remain under the original guest name who booked the reservation.

This is an expected system behavior, please check the workaround below:

As a workaround, you would need to download the invoice to your computer and convert it from PDF to Doc using a PDF - Doc converter App you can find online. Once the file is converted you can edit the name manually in the Doc.

Example:

Invoice-697140531264_100029
Why am I unable to see the generated invoice?

If the invoice has PII (Sensitive & Personally Identifiable Information), a user without PII viewing permission should not be able to view Invoice. The following warning message will be displayed:

[MC-1006] Display guest details on invoice pdf - Digiarb - Google Chrome

In order to be able to view generated invoices with PII, request the property owner to access myfrontdesk user's Roles page and update the desired permissions under PII section as shown below:

DEMO - Karina's Hostel - Roles - Google Chrome
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