Basic settings for invoicing are possible in the settings:
Settings for invoicing
- Currency used
- Standard tax rate: This is the tax rate that is used by default. Different tax rates can be used in the services of a booking and in the pricing model.
- Deposit and down payment: Setting for automatic calculation as a percentage or fixed amount. If nothing is defined here or 0% is specified, no automatic calculation of deposit/down payment will take place.
- Invoice numbers: Set whether consecutive invoice numbers shall be used + the next invoice number. If this is NOT activated, the booking number is used as the invoice number.
Settings for PDF invoices
- Company details on the letterhead of the PDF invoice
- The standard invoice text can be used for notes or disclaimers, for example, and the text is used in the PDF invoice if no individual invoice text is specified in the respective booking.
- Upload of the logo, which is used in the invoice header and can also be used in the messages. On the invoice, the logo is limited to a width of 175 px. The possible file formats are .jpg and .png.
- Definition of footers for invoices. Optionally, different footers can be set, with different account details, company details, or address details, etc.
Settings for E-invoices
Starting from 2025, E-invoices will become mandatory in the EU if the invoice recipient is a company.
E-invoices are created as PDFs with additional XML data (ZUGFeRD) and fulfill the legal requirements. The invoice can be displayed and printed as a PDF, but the invoice data is also machine-readable and machine-processable.
In order for e-invoices to be created, the Create PDF invoice as e-invoice checkbox must be activated. Furthermore, the company details for the invoice issuer must be set in the E-invoice settings section. The details of the invoice recipient must also be entered in the guest’s data.
When using the e-invoice for the first time, we recommend checking the created PDF with a validation tool (e.g. www.portinvoice.com).