First, the Fiscal documents configuration page allows you to create one or more fiscal positions. Each one includes a title, a header, and a logo. When issuing an invoice, you can choose which fiscal position to use, so that the invoice will contain the information related to that position.

☞ Docs: Invoices

Once your tax settings are configured, Zak allows you to issue an invoice based on the reservation details.

☞ Docs: Reservation Detail

Once your tax settings have been configured, Zak allows you to issue invoices, either based on a reservation or without one. Let's take a look at how to do this in both cases!

1. Invoice from a reservation

In this case, you must start from the reservation detail page.

☞ Docs: ZaK - Détails de Réservation

Click on the “INVOICES” tab, choose which guest to invoice, which tax position to use (if you have multiple headers), and what type of document you want to issue. Then click on “CREATE” to continue:

Once you have selected the document holder, all fields will be automatically pre-filled (with the guest's details that you have already saved), but they will still be editable:

2. Invoice without a reservation

You can also issue an invoice that is not linked to a reservation. For example, to sell a product or service independently of a reservation. In this case, you must proceed from the following section. Click on “Add a new document” at the top right:

↳ Direct Link: ZaK > Payments > Documents

You can now proceed to issue a document as usual. You can choose the header to use, the document type, and the recipient (who can be a customer, an agency, or a company):

In the “Date” field, you will find today's date. And the invoice number suggested will be the sequential number. This data can be modified manually.

At the bottom of the page, you will find the button to add the Services to be billed and Payments. For each service, you can specify the quantity, unit price, tax, and discount. The total and net price are calculated by the system, but it is always possible to modify the total.