Overview

The ‘Accounting Options’ > ‘Tax Invoice’ tab offers a range of customisation options to configure how Tax Invoices behave for this Property in RMS.

In RMS, a Property is your business location or site as it is set up in your RMS database (for example, a hotel, holiday park or resort).

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.
This applies to all Tax Invoices, including the standard Tax Invoice layout and any Alternate / Custom Tax Invoice layouts. Changing the invoice layout does not change how invoice numbers are generated or assigned.

Transactions itemised on a Tax Invoice are locked from any modifications unless the Tax Invoice is cancelled.

Go to Setup > Accounting > Accounting Options > Tax Invoice tab.

RMS supports both the standard Tax Invoice layout and Alternate Tax Invoice layouts (also known as Custom Invoices). The options on this tab control how Tax Invoices behave and how these layouts can be used.

One Tax Invoice per Account

Select if only one invoice is required per account.

Create Tax Invoice for Selected Charge

Selecting this option will create a Tax Invoice for only one selected charge on the account, rather than for all eligible charges.

Important:
This option is not supported when using Accounts Receivable (AR).

• When Accounts Receivable is enabled for the Property, this setting must remain off because AR requires full-account invoicing to manage balances and statements correctly.

• If your Property uses Accounts Receivable, leave this option unselected and use standard Tax Invoices that include all applicable charges on the account.

When Accounts Receivable is enabled for the Property, this option is disabled and cannot be used.

Show Receipts on Tax Invoice

Select this option to include any receipts posted to the account, in addition to the charges.

Do Not Show Bank Details on Remittance

Bank details that are set up in Property Information will not display on invoices.

Custom Invoice

RMS can develop Custom Invoice layouts for you. These layouts are set up in RMS as Alternate Tax Invoices.

• Up to 5 Alternate Tax Invoice layouts can be assigned to each Property in RMS.

• Custom invoices are developed as per Property specifications, at an additional cost.

The Primary System Administrator will need to log a Ticket with the RMS Customer Support team and provide an example Tax Invoice of the display required. RMS can then organise for a quote to be provided.

 

Show Default Due Date

Set the default due date for the number of days after Tax Invoice creation.

• This default due date applies to the standard Tax Invoice layout.

• It can also apply to Alternate Tax Invoice layouts that are configured to display the default due date.
   

Custom Due Date (Alternate Tax Invoices only)

Set a custom due date that is built into a specific Alternate Tax Invoice layout.

• Only compatible with Alternate Tax Invoices that have been designed to support a custom due date field.

• When a custom due date is configured on an Alternate Tax Invoice layout and Show Default Due Date is also enabled, the layout will use the custom due date value for invoices generated with that layout.
• Show Default Due Date must also be enabled for the custom due date to appear on invoices. If only Custom Due Date is selected without Show Default Due Date enabled, no due date will display on the invoice.

• The standard Tax Invoice layout is not affected by this setting unless it has been customised to support it.
   

Notes and Email Body

Options to customise the Notes that display at the base of invoices.

The Email Body can be customised for when invoices are sent via email.