Correcting a bill? This guide shows how to create a corrected bill. Before you do that, make sure you've canceled out the incorrect bill with a rebate. You'll need to use the rebated bill when creating your new, correct bill.

This guide is specifically for correcting bills which had the wrong name, address, or other billing details, but the correct bill items. If you need to refund the customer, or change the items on their bill, follow this guide instead.

Note: In France, you can't close a rebated bill if the assignee is different from the one on the original bill. You can change the Name of the assignee in their customer/company profile, but you can't change which assignee is connected to a bill.

  • Create a formal bill if your guest needs an itemized bill (for example, if they need to claim their stay back as a business expense)
  • Create an informal bill if your guest doesn't require an itemized bill--items will be listed as "Additional expenses," so these bills won't be suitable if the guest needs to give their bill to their company to claim expenses.

Create a formal bill

Before you begin: Create a service that has the same name, currency, tax rate, and accounting category as your stay service; and make sure to select Has overridable price in the service options. You'll use this service to replicate the original stay items on the new bill. Learn more about setting up your stay service and creating new services.

Step 1: Make your corrections

Fix the customer’s name, address, or any other billing details that were incorrect on the original bill. If the bill should have been sent to a company or another customer instead, you can move it after you’ve re-created it.

Step 2: Create the corrected bill

  1. Go to the billing screen of the customer whose bill you rebated.
    - To find a customer, you can search for their name or email address. Go to their customer profile, then go to the Billing tab.
  2. Expand the bill you want to add products to (or click + Bill to create a new one).
  3. Click + Product and select the service you'll use to re-create accommodation charges (the one with the same name as your stay service).
  4. Under Amount, enter the price of the customer’s accommodation (from the bill you rebated).
    -If you need every night to be listed separately on the bill, you’ll need to add each night individually.
  5. Click + Product and add every other item that was on the original bill.
  6. Click ˅ Payments to add a ghost payment to the bill.
  7. Choose the same payment type as the original payment.
    - If the original payment was made through Merchant, create a terminal card payment to avoid moving funds in and out of a customer's bank account.
  8. Click Create.

Create an informal bill

Step 1: Make your corrections

Fix the customer’s name, address, or any other billing details that were incorrect on the original bill. If the bill should have been sent to a company or another customer instead, you can move it after you’ve re-created it.

Step 2: Create the corrected bill

  1. Open the negative bill (the rebate bill).
  2. Click the Rebate button to create the bill items in the equal but opposite value.
  3. Because the items on your rebated bill have a negative value, clicking Rebate will create the items with positive values (as they appeared on the original bill).
  4. Click ˅ Payments to add a ghost payment to the bill.
  5. Choose the same payment type as the original payment.
  6. If the original payment was made through Merchant, create a terminal card payment to avoid moving funds in and out of a customer’s bank account.
  7. Enter the same amount as the original payment (in positive value).
  8. Click Create.

Did this answer your question?