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Invoices and Hostify
Invoices and Hostify

Invoices, receipts, owner module, automations

Nadya avatar
Written by Nadya
Updated over 4 months ago

In Hostify you can create invoices / reciepts individual, linked or not to reservations, to your owners, from the behalf of your owners, long term monthly Invoices, receipts, and even extract your Invoices to external software (pls ask our team if your account or software is available for our system).

1. Create your company / manage your owner company

How to create your company—check in this article—Owners and contracts

Note that your owner's company will be created after you create a contract.

‼️To finalise your reservations with Invoice (manually or with automation) your property must have assigned management company and owner's contract!

2. Manage your company / owner's company

From the settings tab on your company, you are able to set your document's specifications as:

1. Next numbers

Invoice next number—this is the next number that your Invoice will be created (this is changeable, but if you add a new next number, then our system will create the Invoice with the new number you had entered.)

Invoice offset—how long (how many charettes) you want your Invoice to length

As in the example above we have the next number of 158, so this will be the end of your Invoice, the prefix is INV (this is the series of your Invoice) and the length is 10.

INV0000158 → will the end result of your Invoice, our system will fill the gap between 10 digits with 0s between the prefix and the next number, so your invoice could be exactly 10 characters.

The same settings are applicable for your receipts and credit notes.

2. Footers

If you have some articles that need to be included in the Invoices, or bank account details, or any other detail you need to add, this is the place where you can add them.

3. Languages

Select the language that you want your document to be created on.

4. Email content

If you want to send your Invoices to guests, statements to the owners, and you want to add some specific text to that emails, here is where you can do so.

‼️ Owner's company settings are exactly the same as in your company ones:

Fill them up, if you want to create documents by the behalf of the owners (only available with Automated invoicing)

2. Create document from the reservation page

Go to your reservation, Pricing breakdown section:

‼️All created documents in Hostify are with draft status and they have no number. When you finalise your document, then it will get a number. This is done, so if you have any automation, or you made a mistake, you could edit without losing your date and number settings.

If instead of Invoice you need receipt, change it from dropdown

3. Create documents on bulk

You can create invoices on bulk with our finalise reservation functionality:

Again, invoices will be created in draft so you could edit them if needed.

4. Use automated Invoice functionality

If you need to create the Invoices from the behalf of a specific company, or you want to create more than one document for your reservation, you could do so from our automation of creating invoices:

Just as any other automation in Hostify's system, you can add your rules, default document type and even decide which fees you want to create documents. This is how you can create even more than one document for your reservations:

Add your listings and you are set up successfully.

5. Long term (monthly) Invoicing

If you have monthly rents (fixed or dynamic rents) you can use our monthly invoices functionality, which will create an initial invoice for every monthly rent, and every month will create invoices to your guests:

Go to your company settings:

And apply your rule, this example says:

Create the initial invoice (first month rent and all one time fees) 2 days after check-in and then on every 5th date on the month create the next Invoice)*

More advance options to your advance fee management will be available in our upcoming article.

All of your Invoices (per month/per stay and receipts will be available on Actions button)

6. Credit note*

A credit note can be created only if there is a finalised document for it.

7. Document not related to any reservation

If you need to create an invoice or receipt not related to any reservation, you could just click add new:

8. Management commission, costs Invoices

Please see our Owner statements article

9. Export Invoices

You need to create your own report before exporting your documents:

Apply your filters, save your report:

You can export a PDF zip file and various CSV formats. Please check which option brings you the most value.

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