| Purpose | Understand the design, layout, tax-management, and Swiss QR-bill improvements available in the new fiscal documents template. |
| Best for | Property admins, managers, and front desk users who configure, generate, or review fiscal documents. |
| Use this when | Reviewing template changes, configuring fiscal document settings, setting up the Swiss QR-bill, or confirming which documents receive the updated layout. |
| Requirements | The new fiscal documents template must be enabled for the property. |
| Expected result | You understand the available improvements and can review the related configuration settings. |
Introduction
The new fiscal documents template includes updated invoices, pro forma invoices, credit notes, and receipts. The original redesign was released in February 2026, followed by layout refinements beginning August 25, 2026.
Together, these changes make fiscal document PDFs more compact, improve financial detail presentation, and add configuration options for language and tax management.
Properties in Switzerland can also add a Swiss QR-bill to unpaid invoices and pro forma invoices, so guests can pay by scanning a code with their banking app.
Template availability: These improvements apply only to the new fiscal documents template. They are not available in the classic template.
Table of contents
- Audience and impact
- August 2026 layout improvements
- February 2026 template redesign
- Swiss QR-bill on invoices
- Access fiscal document settings
- Configuration checklist
- Benefits
- Frequently asked questions
Audience and impact
The updated layout is applied automatically to newly generated documents on the new template. The practical impact depends on how each user works with fiscal documents.
| Role | What to know |
|---|---|
| Property admin | You configure language, tax classifications, issuer information, and other fiscal document settings. For Swiss properties, you also enter the IBAN that turns on the Swiss QR-bill. Layout improvements apply automatically to new documents. |
| Manager or General Manager | You monitor document generation and guest communication. The compact layout can reduce page count and improve printed presentation. No action is required. |
| Front desk user | You generate and send fiscal documents to guests. Updated formatting is applied automatically to new documents. At Swiss properties with an IBAN saved, unpaid invoices and pro forma invoices include the Swiss QR-bill automatically. No action is required. |
Layout improvements
The refinements that began rolling out on August 25, 2026 create more compact PDFs that use fewer pages. This is especially helpful for longer reservations with more line items.
Layout changes
- Two-column header: Company and property information are arranged in two columns to use horizontal space more efficiently.
- Optimized logo: The company logo is smaller and left-aligned to reduce header height.
- Lighter visual styling: Subtle borders and rules replace heavy background fills.
- Tighter spacing and typography: Refined margins, line heights, and font sizes reduce unnecessary whitespace.
Documents affected
The layout improvements apply to newly generated:
- Invoices
- Pro forma invoices
- Credit notes
- Receipts
Existing documents remain unchanged. Properties receive the improvements in batches, and no customer action is required.
Template redesign
We have introduced the new fiscal documents template with design, financial-detail, language, and tax-management improvements.
Design and layout
- Snapshot summary: A table in the upper-right corner summarizes subtotals, taxes, fees, and the remaining balance.
- Simplified columns: Net, Tax, and Total replace Credit and Debit.
- Optimized line items: Child tax transactions appear on the same line as their parent charge.
- Clear payment section: A dedicated section displays payments applied to the invoice.
- Tax summary table: A dedicated table summarizes tax charges collected.
- Multilanguage support: Fiscal documents support more than 30 languages. When Use guest language is enabled, the document language is based on the country in the guest profile.
Tax management
1. Additional Tax ID field
A dedicated Tax ID field is available for:
- Guest profiles
- Associated companies
- Groups
2. Tax classification
Taxes can be classified as VAT (Value-Added Tax) in Settings -> Finance
-> Invoices and Documents.
3. VAT tax summary table
When a tax is classified as VAT, a tax summary table appears at the bottom of the invoice with a breakdown of VAT collected. The table does not appear when VAT is not used.
Pending transaction invoicing
The Allow invoicing pending transactions setting controls whether pending transactions can be included in standard financial records:
- Off by default: Pending transactions are restricted to pro forma invoices so they are not locked prematurely.
- On: Pending transactions can be included in standard financial records immediately.
Swiss QR-bill on invoices
Properties in Switzerland can add an IBAN in the Payment details section of the Invoices and Documents settings. Once an IBAN is saved, invoices and pro forma invoices with an open balance get an extra last page in the PDF. That page contains a Swiss QR-bill with a receipt and a payment part.
Guests scan the QR code with any Swiss banking app. The app fills in the bank account, amount, currency, and invoice reference automatically.
Availability: The Swiss QR-bill is available only for properties in Switzerland with the Fiscal Documents service activated. If the IBAN field is empty, documents are generated as before.
Set up the QR-bill
- From the Account Menu
go to Settings
- Select Finance
- Select Invoices and Documents.
- In the Payment details section, below Header logo, enter your property's bank account in the IBAN field.
- Click Save.
The QR-bill is now turned on for your property's eligible documents. The Save button stays disabled until you enter a value.
Check the IBAN before you save: The QR-bill prints the IBAN exactly as you save it, and guests send their payments to that account. The property has one IBAN, which invoices, pro forma invoices, and credit notes share.
Turn off the QR-bill
Clear the IBAN field in Payment details and click Save. Documents issued afterward are generated without the QR page. Documents that were already issued keep the PDF they were issued with.
When the QR-bill appears
A document includes the QR-bill only when an IBAN is saved and the document meets the conditions in this table.
| Document | QR-bill included |
|---|---|
| Invoice with a balance due above 0 | Yes |
| Pro forma invoice with a balance due above 0 | Yes |
| Credit note issued on an invoice that had a QR-bill | Yes, the same QR-bill |
| Fully paid invoice or pro forma invoice | No |
| Credit note issued on an invoice that had no QR-bill | No |
| Receipt | No |
| Sample preview in the Invoices and Documents settings | No |
What the QR page shows
- Payer: The slip shows the billing profile selected on the invoice, either a person or a company, not the reservation guest. The payer is left blank if that billing profile has no complete address.
- Legal company name and address: These are taken from your document settings. If they are empty, the hotel name and address are used instead.
- Previews: Invoice and pro forma invoice previews include the QR page, with a "preview" watermark over the payment slip so a preview cannot be used to pay.
The example below shows the QR page added to the end of an unpaid invoice.
Pro forma invoices with an open balance get the same page.
Access fiscal document settings
Use the Invoices and Documents page to review language, tax, issuer, payment details, and pending transaction settings.
- From the Account Menu
- Select Finance
- Select Invoices and Documents.
On this page, you can configure:
- Multilanguage support with Use guest language
- Tax classification for VAT
- Issuer information display
- Pending transaction handling
- Payment details (IBAN) for the Swiss QR-bill, for properties in Switzerland
Configuration checklist
Review the settings that apply to the property's fiscal and operational requirements:
- Enable multilanguage support when serving international guests.
- Classify taxes as VAT when applicable to the jurisdiction.
- Configure Tax ID fields on guest profiles and companies when required for compliance.
- Enable Allow invoicing pending transactions when the workflow requires it.
- For properties in Switzerland, enter the IBAN under Payment details to turn on the Swiss QR-bill, and check it before you save.
- Generate sample invoices, pro forma invoices, credit notes, and receipts to confirm they meet branding and operational requirements.
Benefits
- More compact documents: More content fits on fewer pages, which can reduce printing costs.
- Professional design: A modern layout and consistent formatting apply across document types.
- Compliance support: VAT summaries and multilanguage support help properties meet applicable requirements.
- Transparency: Clearer payment sections and tax breakdowns improve readability.
- Flexibility: Pending transactions can be managed according to the property's workflow.
- Easier payments in Switzerland: Guests pay unpaid invoices by scanning a code, without typing an IBAN or reference. This helps reduce payment typing errors and unmatched payments.
Frequently asked questions
Expand a question for more information about availability and document behavior.
Will my existing fiscal documents change?
No. The layout improvements apply only to documents generated after the property receives the update. Existing invoices, pro forma invoices, credit notes, and receipts remain unchanged.
Do I need to enable the improved layout?
No. The improvements are applied automatically to new documents that use the new fiscal documents template.
Do the improvements apply to the classic template?
No. The improvements apply only to the new fiscal documents template.
What if my property has not received the update?
Some of the latest improvements are delivered in batches. No action is required; the changes apply automatically when the property is included.
Can I revert to the previous layout?
The updated layout is standard for the new fiscal documents template. The classic layout is available only through the classic template.
Why does my invoice not have a QR-bill page?
Check the following:
- The property is in Switzerland and has the Fiscal Documents service activated.
- An IBAN is saved in Payment details.
- The invoice or pro forma invoice has a balance due above 0. Fully paid documents do not get a QR-bill.
- The document is not a receipt, and it is not a credit note issued on an invoice that had no QR-bill.
- The document was issued after the IBAN was saved. Documents that were already issued keep the PDF they were issued with.
Do credit notes include the QR-bill?
Yes, when the invoice the credit note is issued on had a QR-bill. The credit note carries the same QR-bill. Credit notes on invoices that had no QR-bill do not include one.
Can I use a different IBAN for each document type?
No. The property has one IBAN, which invoices, pro forma invoices, and credit notes share.
Related articles
Now that you understand the new fiscal documents template, review these resources for related tax, language, invoice, and payment configuration topics:
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