Payment complement and global invoice
For whoever pays in instalments and for everything nobody asked to invoice: the two receipts that were missing.
What it solves
Two cases that in Mexico are not optional. A company on credit or a group paying in instalments needs its invoice before finishing payment, and every later instalment needs its own receipt. And everything nobody asked to invoice still has to be declared, once a month.
You notice it in things like these
- The company asks for an invoice before paying and there is no way to issue one.
- The accountant asks for the month-end global invoice and it has to be assembled by hand, booking by booking.
How it works
Invoicing in instalments
From the booking's invoice card, with the client's details. It goes out immediately, without waiting for payment or the arrival day, with the payment form and method proper to an invoice pending collection. Only the hotel panel offers it: guest self-invoicing keeps its usual window.
One receipt per payment
Each instalment invoice shows its balance, the receipts already issued and the booking's payments that still have none. Issuing one builds the next instalment with the previous balance, the amount paid and the outstanding balance, that payment's real payment form, and VAT proportional to what was paid. The local lodging tax is not included in it.
A payment is never complemented twice
And it cannot exceed the balance. The database enforces it independently too: previous balance minus amount paid must equal the outstanding. It is not a screen check that can be bypassed.
The global invoice, per completed month
It gathers own-inventory bookings that are fully paid, arriving within the month, with a sealed breakdown and with no invoice of their own nor a live global one, and declares them to the general public with its monthly global information node: one line per booking, with its folio as identification and the payment form that weighed most. The month must be complete in the hotel's time zone.
What is declared is not invoiced again
Each included booking is recorded and neither the hotel nor self-invoicing offers it again. Everything is insert-only: no money table is ever edited or deleted.
Where it lives in the panel
- Reservations & stays
- Reservations
- Invoices
Instalments and their receipts live on each booking's invoice card; the global invoice has its own tab inside Invoices.
What it needs first
The hotel's invoicing working, with its seal and tax profile.
Invoices (CFDI)
What it does not do yet
The limits, told by us
- It will stamp as soon as the authorised provider's credentials are loaded; that paperwork is under way.
Carry on here
Shall we walk through it with your hotel on screen?
Half an hour, your rooms and your rates, and whatever questions you have. No commitment and no card.