When you have successfully created an invoice, all actions related to the invoices are performed by clicking the "Actions" button. If you want to find out how to create and fiscalize an account, click here.

Click on Action button opens a drop-down menu with offered actions that we can do with already created invoices.

Important: Only invoices created on the same reservation can be merged.
​

Merging invoices created on different reservations is not possible. If you want to send services from one reservation to another, you will need to use Transfer services option.
If you want to merge invoices created in the same reservation, you need to click on the already created invoice on one reservation, after that, select the "merge invoice" command through the "Actions" button, then a pop-up window will open.

After that, in the "Invoices" field, you choose which invoice you want to connect with the given one, and in the "Services" field, you choose which services from that invoice you want to merge.

After selecting the desired options, click the "Merge services" button. When the account is successfully connected, a green message from the picture and a bell icon will appear, which will signal that this invoice has been merged.

Click on the bell icon opens an information window where you have an overview of the invoices and services that have been merged.

If you want to split an already created invoice, do it through the command "Split invoices" 

When the pop-up window opens, click on the copy icon.

Then it is necessary to enter the name of the second guest, i.e. the holder of the second account and click on the "OK" button

After that, you just choose which services you transfer from the main invoice to the invoice of the Second Guest. When you have finished selecting services, click the "Confirm" button, which will successfully create another invoice in the name of another guest.

If you need to issue an invoice that will be tax-free, select the command "Tax free" through "Actions" button

Then new fields are opened in the customer field that need to be filled. In the field "Customer's optional field" you need to select the document, that is, the form on the basis of which you are exempting the client from tax, while in the field below it, "Customer's optional number field", enter the number of the selected form.
***This part applies only to some of the territories

In the display of the lower part of the invoice, you will see that there are services without calculated VAT, after that just confirm the invoice and, if needed, fiscalize it.

You can delete the invoice through "Actions", by selecting the command "Delete invoice"

You can also delete the invoice through the list of invoices by clicking on the bucket icon and entering reason for deleting.

Or directly from the reservation through the Invoices & Payments field, by clicking on the bin icon.

Before deleting, ensure the invoice status is updated by removing the "Paid" flag and saving the changes.

Important: Deleting an invoice does not remove system-generated charges from the associated reservation. These charges will remain on the reservation record.