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
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.
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.
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:
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.
Case sensitivity should be considered when performing the search.
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.
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