First of all, through the INVOICES configuration page you can create one or more fiscal positions. Each fiscal positions includes a title, a header and a logo. While issuing an invoice, you can choose which position to use, so the invoice will have the info of that position.
☞ Docs: ZaK - Fiscal Documents Setup
↳Useful Link: ZaK > Settings > Configurations > Invoices
Once configured your fiscal positions, Zak allows you to issue invoices, starting from a reservation or also without a reservation. Let's see how to proceed in both cases!
1. Invoice linked to a reservation
In this case, you must start with from the reservation detail page.
☞ Docs: ZaK - Reservation detail
Click on the "INVOICES" section, choose which guest to invoice, which fiscal position to use (if you have more than one header) and what type of document you want to issue. Then click on "CREATE" to continue:
Once chosen the holder of the document, all fields will be pre-filled automatically (with the data of the guest you have already registered), but they will be still editable:
2. Invoice NOT linked to a reservation
You can also issue an invoice not linked to a reservation. For example for selling a product or a service independent of a reservation. In this case, you have to proceed from the following section. Click on "Add a new document" on the top right:
↳ Useful Link: ZaK > Payments > Documents
You can now proceed to issue a document as usual. You can choose the header to use, the type of document and the recipient (who can be a customer, an agency or a corporate):
In the "Date" field you'll find the date of today. And the invoice number proposed will be the progressive one. These data can be edited manually.
At the bottom of the page, you'll find the button to add the Services to be billed and the Payments. For each service you can indicate quantity, unit price, tax, and discount. As a consequence, the total and the net price are calculated by the system, but it's still possible to edit the total.
Then click on Continue to see the preview, from which you'll be able to emit the document.