Invoice Information

Invoice Information

This application allows you to register or modify invoice information that can be used in the invoicing of an account.
Go to Front Office → Reception Cashier → Invoice Information



On the screen you will see the following windows:
Search Invoice Information: You can search for previously registered invoice information that meet the specified search parameters.
Tax Code (RFC,RUT).
Corporate Name 
Address.
City, 
State or Province.
Notes
The first three letters will be enough to perform a search, and the system will display all matching information.
Invoice Information is a list with the search results, you can select any record to edit or modify it by pressing the Pencil icon. In case you wish to register an invoice information, at the end of this window, click on the Insert icon to display the window:
Register Invoice Information: in this window you must enter the official tax information that are mandatory in order to issue an invoice. The tax code is the identification key that will be used as a key to identify the invoice information.
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 modify in the Search Invoice Information window.
Click on the Pencil icon of the customer that will be assigned the CFDI use code in the SEL column of the Invoice Information window.
In the Enter Invoicing Data window modify the field:
Field
Description
Use of CFDI**
Enter the use that corresponds to the customer or select the use to be assigned by clicking on the list box.
Click on the Save button.

Search Customer

To search for products in the product master or catalog, the following steps are performed:
Go to Front Office → Reception Cashier → Invoice Information
In the Search Invoice Information window, enter the information known from the following fields:

Field
Description
Tax Code
Enter the RFC of the customer you are looking for.
Corporate Name
Enter the name or part of the name of the customer you are looking for.
Address
Enter the customer's address.
City
Enter the customer's city of residence.
State/ Province
Enter the customer's state of residence.
Click on the Search button.

Notes
Case sensitivity should be considered when performing the search.
Notes
In the case of a modification of the invoice information originally entered during Check in/Registration, please remember that instead of modifying the invoice information in the room reservation, it must be done in the room account folio.





    • Related Articles

    • Modify Registration

      This module is used to modify any guest registration data including their stay and the rates that apply on a daily basis. To enter this menu, you must go to: Front Office → Reception → Modify Registration You can indicate search parameters to find ...

    • Reception Cashier

      In this module you will be able to manage the charge processes in the guest accounts during their stay in the hotel, to enter the module, go to Front Office → Reception Cashier Among the activities you will be able to do are: Application Name ...

    • Reprint of Invoices

      In this application you can perform the following actions to issue invoices on the current day or on past dates: Consult or Print: Account Statement, PDF File, XML File. Reprint Information: When reprinting an invoice you can modify its invoice ...

    • Front Office Credit and Debit Notes (PMS) - DTE Chile

      This documentation is exclusively for companies that operate with Chilean Legislation and Electronic Invoicing. Through this application you can perform different actions on the Electronic Tax Documents (DTE) already issued in the Front Office ...

    • Electronic Invoicing DTE - Chile

      Electronic Invoicing Procedure when Checking Out of Room Go to Front Office → Reception Cashier → Account Management In the Select Room window, click on the Select icon of the room to be checked out: Preferably check out the folios of various and ...