How to issue an invoice

Most invoices in HotelBee are auto-generated when a reservation checks out or a POS order closes — staff just review and approve. Manual creation is for one-off charges, corporate billing, deposits, and corrections. Open Finance → Invoices → + to follow along.

Pick the customer

Use the client search to attach an existing client (individual or company) or create a new one inline. The client's ID document, address, and tax-payer details are required for fiscal invoices — fill them in if missing.

Add line items

Each line: pick the product or service, set quantity, set price, adjust tax. Quick Create Product is available for one-off charges that aren't yet in the catalog (custom service, damage charge). Header-level discounts apply on top.

Set the fiscal options

Pick the invoice type code (cash, non-cash, advance, etc.), the payment means code (cash, card, bank transfer), and the UBL profile if your country uses one. The dropdowns only show valid options for your jurisdiction. The currency, due date, and serial defaults are sensible — override only when needed.

Add the payment

If the guest is paying now, click Add Payment, pick the method (Cash / Card / Bank), enter the amount. You can split a single invoice across multiple methods (cash + card, deposit + balance) by adding several payments. Total of payments = invoice total = paid status. Less = APPROVED with outstanding balance; more = customer credit you can refund or carry.

Approve and fiscalize

Click Approve. HotelBee sends the invoice to the tax authority (where applicable) and stores the IIC/NIVF/NSLF on the document. The fiscal QR appears on the printed PDF — guests can scan it to verify on the tax authority site. If fiscalization fails (network, validation), the invoice goes to the Failed Fiscalizations queue for retry.

Print, email, send

Once approved, use the Print button (PDF download or direct print), the QR modal (for scan-to-verify), or the Send via Email option (where SMTP is configured). The PDF includes line items, tax breakdown, fiscal codes, and the QR.