How to Configure ProForma Invoices

A ProForma Invoice is a preliminary invoice that functions much like a price quotation. It displays the guest’s projected bill and includes a detailed list of charges and taxes assigned to the reservation. This type of invoice is typically sent to the guest prior to check-in. A ProForma Invoice does not demand or request payment from the guest at the time of delivery; rather, it presents the guest with a description of accrued charges.

Sending or printing ProForma Invoices can be performed from the Guest Bill page when this setting turned ON for your property. You may read the instructions below to configure this setting yourself, or contact Customer Support for assistance.

ENABLE PROFORMA INVOICES

Step 1. Locate Stayntouch PMS Settings Page

From the menu, select Settings.

Step 2. Select Stationery

From the list of options within Settings > Hotel & Staff, select Stationery.

Step 3. Customize ProForma Invoice

From Settings > Hotel & Staff > Stationery > Invoices, locate the section titled ProForma Invoice.

Step 4. Activate Invoice

The PROFORMA INVOICE toggle must be ON to enable the ProForma Invoice feature.
This setting is ON when the toggle is right-facing and displays in green.

Step 5. Manage Settings (Optional)

If you’d like to customize the information that displays for the ProForma Invoice, you may do the following:
- Enter a PROFORMA INVOICE SUBJECT
- Enter a PROFORMA INVOICE BODY
- Enter a PROFORMA INVOICE CUSTOM HEADER
- Enter a PROFORMA INVOICE CUSTOM FOOTER
- Enter a PROFORMA INVOICE NUMBER
- Choose to SHOW HOTEL ADDRESS
- Choose to SHOW "WORKS AT" FIELD