How to use the Invoice Audit Report / Credit Note to search for and reprint invoices and credit notes in RMS.

Overview

The Invoice Audit Report / Credit Note is an accounting report in RMS that allows users to search for and reprint a specific Invoice or Credit Note by document number.

The report supports two document types:

• Invoice - Search by Invoice Number to reprint a tax invoice.
• Credit Note - Search by Void/Credit Number to reprint a credit note.

Where a property has multiple custom invoice or credit note layouts configured, the report will prompt the user to select the desired layout before generating the document.

Common reasons to reprint an invoice or credit note include:

• Guest or Company Request
  A guest or company may require another copy for internal accounting, expense claims, or audit purposes.
• Internal Record-Keeping
  Staff may need to reprint a document for paper-based filing, backup documentation, or dispute resolution.
• Audit or Compliance Requirements
  During a financial review, reprinting documents helps verify transactions when the original copy is unavailable.
• Resending Due to Email Issues
  If the original document failed to send, it can be reprinted and resent or provided in person.

Before you begin

You will need the Invoice Number (for invoices) or Void/Credit Number (for credit notes) of the document you want to reprint. These numbers can be found on the original document or on the guest account.

For example, if a guest requests a reprint of a credit note from a previous stay, navigate to -

Reports > Accounting > Invoice Audit Report / Credit Note.

Set the Report Type to Credit Note, and enter the Void/Credit Number from their account.

★ Tip: Select the favourite icon to mark this Report as a Favourite Report for quick access via the Favourite Reports Menu.

Reprinting Invoices and Credit Notes

In the side menu of RMS, go to Reports > Accounting > Invoice Audit Report / Credit Note.

1. Select the Date for the invoice.
   (This is the creation date of the invoice).
   (Optional) Select the Property (if applicable).
2. Select the Report Type.
   (Optional) Tick the Print Single Invoice/Credit Note option if you wish to print just a specific invoice.
   Enter the Invoice Number in the Search On Invoice Number field.
3. Select Build.
   
    

Reprinting a Specific Invoice or Credit Note

In the side menu of RMS, go to Reports > Accounting > Invoice Audit Report / Credit Note.

1. Select the Date for the invoice or credit note.
   (This is the creation date of the invoice or credit note).
   (Optional) Select the Property (if applicable).
2. Select the Report Type.
3. Tick the Print Single Invoice/Credit Note option.
4. In the Search On field, enter the Invoice Number or Credit Note number.
5. Select Build.
   
    

Troubleshooting

If you are unable to locate the document using the number entered, confirm that the correct Date and Property are selected, as the report filters results by these values. If the issue persists, check that the document number is entered correctly without leading or trailing spaces.

Related Articles

• Credit Notes
• Audit Trail Report
• Reprint a Tax Invoice in Accounts Receivable
• View All Tax Invoices Raised for a Specific Company or Travel Agent