ClearHostTroubleshooting

TutorialsBilling & payments

Generate an invoice

In ClearHost: PMS → Billing and Payments.

Where: PMS → Billing and Payments in ClearHost
You need: PMS on the property's plan, and permission to view invoices on this property.

#Steps

  1. 1

    Select the property you want to work on in the top bar.

  2. 2

    Open "PMS → Billing and Payments".

  3. 3

    Find the payment row for the booking you are invoicing.

  4. 4

    Open the actions menu at the end of that row and choose "View Details".

  5. 5

    Check the guest and billing details shown at the top of the page are the ones you want on the invoice.

  6. 6

    Click "Generate Invoice". The invoice opens in your browser’s print dialog, where you can print it or save it as a PDF.

#Good to know

Generating an invoice only renders what is already on the record — it changes nothing. If the billing details are wrong they have to be corrected first, which is a separate change that not every role is allowed to make. An invoice is also produced as part of checking a guest out, so you usually only come here for a reprint.