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How to generate invoices directly from the FACT application

Gabriela Garcia
Updated

FACT is a management solution for properties located in Portugal only, certified by the tax authority, which allows you to issue invoices.

You can issue FACT Invoices on the Cloudbeds PMS, and if needed, you can issue invoices directly from FACT.

Steps to generate an invoice from FACT

  1. Login to your FACT account, and click on Vendas (Sales).
  2. Click on Outro Tipo de Documento (Another type of document).
  3. Select Fatura-Recibo (Invoice-Receipt).

FACT Getting started 1.png

New guest invoice

If you have never issued an invoice for this guest before:

  1. Click on Criar Novo Cliente (Create a new Client).
  2. Add the guest's details. You can look for the customer with the tax ID number (Procurar) or click to add the information manually (Inserir Manualmente).

FACT New guest invoice 1.png

FACT New guest invoice 2.png

Repeat guest invoice

If you have already issued an invoice for this guest before:

  1. Search for the corresponding guest.
  2. Click on the guest name to see details.

FACT Repeat guest invoice 1.png

  1. Scroll down and add the Reference of the invoice.
  2. Choose the Payment Method.
  3. Add notes if needed.

  Numerário means cash, but you can also choose a Debit Card as a payment method, for example.

FACT Getting started 2.png

  1. Search for the applicable products to generate the invoice.

Example: If on the Cloudbeds PMS folio, the guest paid for the Room rate and Coca-Cola, in FACT, choose both products (Room Rate/Accommodation and Coca-Cola).

FACT Getting started 3.png

FACT Getting started 4.png

FACT Getting started 5.png

If it is a new product, click on Novo Produto (New Product) to create it:

FACT Getting started 6.png

  You can click on the product to edit the name, price, or percentage of taxes if needed. It is also possible to click and drag the products to re-order them.

  1. Make sure that the number of all products between FACT and the guest's folio on Cloudbeds PMS matches. If everything is correct, click on Avançar (Continue).

FACT Getting started 7.png

  1. A preview of the invoice will be generated. On this page, it is possible to change the invoice details before issuing the final version.
    • If there is any mistake, click on Eliminar (Delete).
    • If everything is correct, click on Finalizar e Fechar Documento (Finalize and Close the Document).

  After finalizing the document, the invoice number will be assigned, and the watermark Em preparação (In preparation) will be removed. No further changes will be possible after this step.

FACT Em preparacao.png

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