Article summary: On a Reservit PMS invoice, you can change the name of the guest (or of the company being billed), the label of each line and the details of your property shown in the header. All these changes are made before issuing the invoice. Invoice numbering is changed with the help of our team.
The question
"How do I change the naming on an invoice in Reservit PMS?"
The short answer
It depends on what you want to rename. The guest's name is changed in the address of the billing account, the label of a line in the line itself, and the name of your property in the Reservit PMS configuration. Always check the result with the proforma before issuing the invoice: an invoice that has been issued can no longer be changed.
Change the name of the guest or of the company being billed
-
To replace the guest's name (for example with a company name): open the billing account, go to the addresses tab, click the magnifying glass of the address, change the name field, then save. For a company, also empty the title field (Mr / Mrs), otherwise it is shown in front of the company name.
-
To bill a company and keep the guest as the contact: on the reservation calendar, open the booking, go to the "Invoice(s)" tab and click "INVOICE". In the window that opens, choose the business billing type, click the pencil next to the customer information and fill in the company name. The invoice shows the company name, then the guest's name.
Step-by-step tutorial with screenshots: How to Update a Guest's Details on a Reservit PMS Invoice.
Change the label of a line
On the reservation calendar, open the booking, go to the "Invoice(s)" tab, click the three dots of the line, then "edit". Change the "Label" field and click "CONFIRM". The room name shown above the label is set in the Reservit PMS configuration ("Invoicing" tab).
Step-by-step tutorial with screenshots: How to Change the Label of a Line on a Reservit PMS Invoice.
Change the name of your property or the numbering
The name, contact details, logo and additional information shown in the header of your invoices are changed on the "Reservit PMS Setup" page, "Invoicing" tab (from "Management of my property"). Invoice numbering is defined when invoicing is set up: to change it, contact our support team.
Step-by-step tutorial with screenshots: How to Set Up Invoicing and Configure Billing Preferences in Reservit PMS.
Good to know: an invoice that has been issued can no longer be changed. If you find a mistake afterwards, issue a credit note, then a new invoice: see How to Create a Credit Note and Process Invoice Refunds in Reservit PMS.