Information

A Tax Invoice is an itemised invoice of taxable charges on an account with a unique Invoice Number.

Invoice Numbers are generated automatically in a sequential order and cannot be changed.

All transactions itemised on a Tax Invoice will be locked from changes unless the Tax Invoice is cancelled.

A list of all Invoice Numbers for cancelled Tax Invoices can be viewed using the Invoice List report.

The Account Bill To will determine the party listed on the Tax Invoice as responsible for payment.

A Tax Invoice must be created to finalise the account and transfer the outstanding balance to Accounts Receivable for a Company or Travel Agent.

When a reservation includes a Voucher Number, any Tax Invoices created for that account will display the Voucher Number.

Guide

1. Go to Accounting > Quick Account Access.
2. Enter the Account or Reservation Number.
3. Select 'Go to Account'.
   
    
4. Select 'Invoice'.
5. Select 'Create Invoice'.

6. Select 'Create Invoice' and choose 'Print' or 'Email'.

   Print: Select 'Print' on the browser's print dialogue box.

   Email: Select or enter the email recipients and choose 'Email/Exit'.

The Tax Invoice will be allocated a unique identifying number and all transactions itemised on the Tax Invoice will be locked from changes unless the Tax Invoice is cancelled.

Only transactions not currently allocated to a Tax Invoice will be included on a new invoice except Receipts. Receipts are not included on a Tax Invoice by default.