Playtomic Partners

To generate an invoice from the program, please use the following steps:&nbsp;

Select which reservation or charges you want to generate on the invoice, having used the filters if necessary.&nbsp;

Once selected, click on the Generate Invoice button.&nbsp;

1. Go to Billing/Payments Due.
2. Select which reservation or charges you want to generate on the invoice, having used the filters if necessary.&nbsp;
3. Once selected, click on the Generate Invoice button.&nbsp;

A new screen will appear in which you will have options to generate the invoice/s.&nbsp;

Invoice Date: The date to be displayed on the invoice. Company: The company issuing the invoice will be selected. Billing: You can choose between "Invoice for every client" in the reservation (if there is more than one) or "All invoices to a single client".

Generate an invoice for each customer of the selected collections.

Generate a single invoice of the selected collections in the name of a customer.&nbsp;

- Generate an invoice for each customer of the selected collections.
- Generate a single invoice of the selected collections in the name of a customer.&nbsp;

Concept: The concept that will be reflected on the invoice, you can choose between:

Dis aggregated: It will show each concept that is included in the invoice with the same description as shown in the collection.

Grouped by sub-family: All charges that are included in the invoice will be grouped by their subfamilies and the concepts will be subfamilies.&nbsp;

Grouped into a single concept: All charges included in the invoice will be grouped into a single concept that will be specified in the text box that will be displayed when this option is selected.&nbsp;

- Dis aggregated: It will show each concept that is included in the invoice with the same description as shown in the collection.
- Grouped by sub-family: All charges that are included in the invoice will be grouped by their subfamilies and the concepts will be subfamilies.&nbsp;
- Grouped into a single concept: All charges included in the invoice will be grouped into a single concept that will be specified in the text box that will be displayed when this option is selected.&nbsp;

Once these steps are followed, we can go to Billing, Invoices and enter it to be able to send it to the client´s emails, or download the PDF.

IMPORTANT NOTE: In order to generate an invoice, the company must have been created in the program. The company data will be what is shown on the invoice.

SOMETHING TO REMEMBER: An invoice is always made from a collection. If you want to invoice a concept that you have not been paid, you will still have to generate a proforma invoice.