Information on Proforma Tax Invoices generated in RMS.

Overview

RMS can generate both Proforma Tax Invoices and Tax Invoices, but they serve different purposes within the billing process.

A Proforma Tax Invoice is a non-binding, itemised document that outlines the estimated cost of goods or services that have not yet been delivered.
It is commonly used for quoting or requesting pre-payment - particularly from Companies or Travel Agents - prior to a guest’s stay. This document helps provide clarity on expected charges but does not represent an official sale or completed transaction.
The Proforma Invoice will display projected Rates, Repeat Charges, and any additional Requirements.

A Tax Invoice is a legally binding, itemised document that details goods or services that have already been provided.
It is used for actual billing and is required for accounting, auditing, and tax purposes. This type of invoice reflects a completed transaction and may be used for payment reconciliation or record keeping.

Understanding when to use each type of invoice ensures accurate communication, billing, and compliance within your property's financial operations.

Guide

Open the Account in RMS.

1. Select Invoice.
2. Select Proforma Invoice.
   
    
3. Select the Print Options.
   Select Use Date Range and enter the dates (Optional).
4. Select ‘Apply’
   .