Hello White,
Thanks a lot for talking about features and practice. Appreciated.
1. Negative payments : I agree with you White.
- this could belong to the "reservation screen",
- and could be done as a "payment" in this part of reservation screen.
- you could add a payment type "refund" to your actual typology
- when saving the payment you can enforce a negative value for this king of refund.
- then your balance would be clean, same with accounting book entries.
2. Better informations on invoices.
Yes I understand that **all** we need cannot be done right now.
But i feel that we can fill the gap between a dream and perfect invoice and the actual one.
For your first question : yes it is a legal obligation. I'll quote at the bottom of this post (in french sorry)
You will see that each line should have the more detail possible.
From what I understand of the actual API and information saved in database, i think we can improve a little bit each line with :
At the moment I have a invoice with :
Room : My Room
Date : 17/04 - 21/04
Quantity : 1
Unit price : 280 CHF
Taxes : 3,7 %
Total : 280 CHF
My proposal is to change (with your actual database and informations) for this :
Room : My Room
Date : 17/04 - 21/04
Quantity : 4
Unit price : EMPTY or CALCULATED (you can even have an option proposed when creating the invoice) or REAL (if available)
Taxes : 3,7 %
Total : 280 CHF
- Do NOT put quantity "1" whatever the stay is. Put the "number of nights".
- If unit price is not available just do not put it or calculate an average rate. Even let the user chooses what is best for him.
So no individual price for each line, I understand this is not possible at the moment, but for the clients we are closer to a detailed line. And above all it is not perceived as "false".
And we are closer to what is mandatory for our invoices.
##### For private clients
Les mentions suivantes doivent obligatoirement figurer sur la note :
- la date,
- le nom, l’adresse, la raison sociale de l’établissement (pour les hôtels : la catégorie, le numéro de la chambre),
- le détail des prestations fournies et leurs prix (pour les hôtels : la durée du séjour),
- le total à payer avec identification du service au taux pratiqué par l’établissement, et le montant hors taxe et TTC.
### For professional clients
La facture doit comporter les mentions suivantes :
- Les prestations fournies,
- Le prix unitaire hors taxes,
- Le taux de TVA légalement applicable,
- Le total hors taxes et la taxe correspondante pour chaque taux d’imposition,
- Le montant total de la taxe à payer.
More information for example here : https://www.synhorcat.com/reglementation...t-factures
Thanks a lot for talking about features and practice. Appreciated.
1. Negative payments : I agree with you White.
- this could belong to the "reservation screen",
- and could be done as a "payment" in this part of reservation screen.
- you could add a payment type "refund" to your actual typology
- when saving the payment you can enforce a negative value for this king of refund.
- then your balance would be clean, same with accounting book entries.
2. Better informations on invoices.
Yes I understand that **all** we need cannot be done right now.
But i feel that we can fill the gap between a dream and perfect invoice and the actual one.
For your first question : yes it is a legal obligation. I'll quote at the bottom of this post (in french sorry)
You will see that each line should have the more detail possible.
From what I understand of the actual API and information saved in database, i think we can improve a little bit each line with :
At the moment I have a invoice with :
Room : My Room
Date : 17/04 - 21/04
Quantity : 1
Unit price : 280 CHF
Taxes : 3,7 %
Total : 280 CHF
My proposal is to change (with your actual database and informations) for this :
Room : My Room
Date : 17/04 - 21/04
Quantity : 4
Unit price : EMPTY or CALCULATED (you can even have an option proposed when creating the invoice) or REAL (if available)
Taxes : 3,7 %
Total : 280 CHF
- Do NOT put quantity "1" whatever the stay is. Put the "number of nights".
- If unit price is not available just do not put it or calculate an average rate. Even let the user chooses what is best for him.
So no individual price for each line, I understand this is not possible at the moment, but for the clients we are closer to a detailed line. And above all it is not perceived as "false".
And we are closer to what is mandatory for our invoices.
##### For private clients
Les mentions suivantes doivent obligatoirement figurer sur la note :
- la date,
- le nom, l’adresse, la raison sociale de l’établissement (pour les hôtels : la catégorie, le numéro de la chambre),
- le détail des prestations fournies et leurs prix (pour les hôtels : la durée du séjour),
- le total à payer avec identification du service au taux pratiqué par l’établissement, et le montant hors taxe et TTC.
### For professional clients
La facture doit comporter les mentions suivantes :
- Les prestations fournies,
- Le prix unitaire hors taxes,
- Le taux de TVA légalement applicable,
- Le total hors taxes et la taxe correspondante pour chaque taux d’imposition,
- Le montant total de la taxe à payer.
More information for example here : https://www.synhorcat.com/reglementation...t-factures