Invoice Information

Invoice Information

This application allows users to register, search, edit, and manage invoice information that can later be used during the billing process of guest accounts or folios. It ensures that fiscal and corporate data are properly recorded and available at the time of invoicing.
To access this functionality, go to: Front Office → Reception Cashier → Invoice Information.
When entering the application, two main sections are displayed:
Search Invoice Information
This section allows you to search for existing billing records using different filters, such as Tax Code, Business Name, Address, City, or State/Province. Once the desired filters have been entered, click the Search button to display the results.
Invoice Information
This section displays the list of invoice records that match the applied search filters. From here, you can select, edit, or add new billing data by clicking the green icon located at the bottom of the section.



Search Invoice Information

To search for invoice information, enter one or more values in the available fields within the Search Invoice Information section.
Campo
Descripción
Tax Code
Enter the customer’s tax identification number (RFC) to be searched.
Corporate Name
Enter the company name or part of the customer’s name
Address
Enter the customer’s registered address.
City
Enter the customer’s city of residence.
State/Province
Enter the customer’s state or province of residence. 

Once the search criteria have been defined, click the Search button.

The results will be displayed in the Invoice Information section, where you can review the retrieved records.

Notes
Case sensitivity should be considered when performing the search.
Notes
The first three letters will be enough to perform a search, and the system will display all matching information.

Register, Edit, or Delete Invoice Information

The Invoice Information section displays the list of records obtained from the search. From this list, you can register, edit, or delete invoice information associated with customers or companies.

Register Invoice Information

To register new invoice information, follow these steps:
  1. In the Invoice Information section, click the Add (Insert) icon.
  2. The Register Invoice Information window will open.
  3. Complete the required fields, noting that fields marked with (*) are mandatory.
  4. Verify that the entered information is correct, as it will be used for invoicing purposes.
  5. Click the Add button to save the record.
The system will store the information, and the new record will be available in the Invoice Information list.

Alert
The Tax Code functions as the unique identifier of the record and is mandatory for issuing invoices.

Edit or Delete Invoice Information

This option allows you to modify or delete existing invoice information records. To do so, follow these steps:
  • In the Invoice Information section, locate the record you want to edit or delete.
  • Click the Pencil icon corresponding to the selected record.
  • The Register Invoice Information window will open with the record’s details preloaded.
Depending on the action required:
  • Edit: Update the necessary fields and click Save to apply the changes.
  • Delete: Click Delete to remove the record.
If you do not wish to save any changes, click Ignore to exit without applying modifications.



Notes
In the case of a modification of the invoice information originally entered during Check in or Room Registration please remember that instead of modifying the invoice information in the room record, it must be done in the room account folio.

Invoicing Data for Electronic Invoicing Mexico CFDI

In order for the CFDI, issued from the Front to indicate the use of the CFDI, it must be indicated for each client in the Invoice Information application before the CDFI is made.
To do this, go to Front Office → Reception Cashier → Invoice Information



Search for the customer to be modified in the Search Invoice Information window.

In the Invoice Information window, click the Pencil icon in the SEL column for the customer to whom the CFDI usage code will be assigned.

In the Register Invoice Information window, update the following field:

Field 
Description
CFDI Usage
Enter the appropriate CFDI usage for the customer, or select it from the drop-down list.

Click the Save button to apply the changes.



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