Merge or group invoice lines on the invoice
You can merge cost items into one invoice line. This allows you to display cost items bundled on the invoice to the guest, but kept separate in the back office.
For example:
Merge all cost items characterized as rent into 1 invoice line;
Merge all mandatory cost items into 1 invoice line.
To merge cost items on an invoice, a new invoice display line must be created.
Creating invoice display lines
Go to the Finance tab and choose Invoice display lines. Then click +New invoice display line. Give the invoice display line a name and a description.
Indicate by enabling or disabling the check mark whether you want the guest to be able to see the content of the invoice line under Show charges that are part of this line to the customer.
In addition, you have the option of turning the Group rent on invoices checkbox on and off. This will group all costs that count as rent on the invoice, preventing the guest from seeing which cost items fall under it. Have you created a discount offer that counts as rent? You will not see this on the invoice if you turn it on.
Whether costs that are part of this line are shown on the invoice is also determined by the invoice template used where you indicate next to this setting that invoice lines should be merged.
Adding charges to an invoice display line
To add a cost to an invoice view tile, you can follow the following steps. Go to the Setup tab and choose cost items. Click on the desired cost line and click edit. Next, go to the Invoicing tab. Here you choose "Use name of cost item for invoice line" if you want to show the cost item on its own invoice line. Would you like to merge the cost item onto 1 invoice line? Then choose "Group with other cost items on 1 single invoice line". Choose your invoice line with which to merge this cost item and save the changes.
Invoice back office
In the back office, cost items associated with an invoice display line are labeled. This way they are displayed separately, but it is clear that they are linked to an invoice display line.
Invoice guest
The guest sees only the name of the bundled invoice display line and not the "separate" items as we see them in the back office.
Make sure the VAT percentage is the same of all cost items, otherwise it will not fall under 1 display rule.
Discount not visible on guest invoice
Have you created a discount but the guest does not see the discount on the invoice? In that case, you've created an invoice display rule that merges everything marked as 'rent' on the invoice. You can easily see this by the yellow bar in the invoice that says 'Rent'. Since discount is also rent these are merged on the invoice to the guest and they only see the total amount on the invoice.
Commission not visible on rental invoice
Is the commission not visible on the rental invoice? Then use the Cogwheel to go to Templates and then to Invoice Templates. Click on the template you wish to modify and click edit. Then uncheck Merge Invoice Lines.