How to Set Up a Customized Invoice Number System for Pro-forma Invoice?

-

Invoicing is a crucial aspect of running a business, and having a customized invoice numbering system can help streamline your financial processes and maintain a professional image. In this step-by-step guide, we'll walk you through the process of setting up a customized invoice number system for your business.


1. Click the logo and then choose 'Settings' from the available list of options.





2. Click on "Proforma invoice settings" to setup invoice ID format.




3. In the "Add New Generator" section, ensure you complete the mandatory fields: Prefix, Separator Selection, Counter Start, Separator Selection (again), Suffix, and Minimum Character Count for the Counter and click on "Add New" button.





4. After "Add New," the Invoice ID Generator will be added in your list of existing generators. Subsequently, invoices for future bookings will be automatically generated according to your chosen counter selection.





Popular posts from this blog

Addition of "Bill To Company" Option in Invoice Section - Update

-
Image
We have added a new feature called "Bill To Company" to our invoice section as per the requests from hoteliers. This feature allows you to easily bill services to specific companies or organizations. To take advantage of this feature, simply follow the steps below: 1. Navigate to the Pro-forma Invoice section. 2. Click on the "Bill To Company" button. 3. Once you've accessed the feature, please provide the following required details and click on "Submit" button: 1. Date 2. Select Company 3. Bill Type (Room Charges Only or Full Billed Amount) 4. Amount 5. Remarks 6. Received By "After clicking on 'Submit,' the 'Payment Received' section will be automatically updated with the information you provided."
Read more

How to Create Subuser Accounts: A Step-by-Step Guide

-
Image
In this tutorial, we'll walk you through the steps to create subuser accounts. 1. Click the logo and then choose ' Manage Users ' from the available list of options. 2. Click on ' Add New User '  3.  Fill in User Details and Assign the property 4. Click on ' Edit ' button to Assign multiple properties, Change Password and to set Roles for the user. 5. To assign multiple properties, press "Ctrl" (or "Command" on macOS) and click on the property names you want to select. and click on ' Submit '. 6. To assign roles, click on 'Update Profile,' and then choose the desired role from the provided list and click on ' Submit '.
Read more

A Step-by-Step Guide to Modifying Your Hotel Offline Booking

-
Image
To make changes to an offline reservation created via the eGlobe PMS, follow the below steps Step 1: Locate the booking on the Front Desk page and access "Booking Details" from the Guest Booking snippet. Step 2: In the bottom right corner of the Booking Voucher, click on the "Modify Booking" button. Step 3: In the new window, click "Modify Booking" in the top left corner. Step 4: Adjust the booking as needed, which may involve changing check-in and check-out dates, room selections, rate plans, and occupancy details. Once the changes are made, click the 'Review Prices' button. Step 5: In the 'Review Prices' section, you can change the Prices and Taxes by entering new values in the input fields. Step 6: If needed, make any required changes to guest details.  After all modifications are completed, click the "Submit" button to finalize the process. Step 7: After submitting the changes, the reservation will be updated according to your
Read more