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A proforma shows the guest’s invoice before the charges post to the billing screen.

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Business Value

  • Shows the guest’s invoice and expected revenue before posting.
  • Includes charges coming from another reservation’s charging instructions.
  • Shows what the guest still owes after a deposit.
  • Prints a ready invoice to hand to the guest.

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Use Cases

  • A receptionist prints a proforma so the guest can check the charges before arrival.
  • A cashier generates a proforma and sees the balance due after the deposit.
  • A front office manager checks that charging instructions from another room show correctly.

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How It Works

  1. Open the reservation and click Billing.
  2. Click Tools, then Proforma.
Proforma in the billing Tools menu
  1. Select the proforma template.
  2. Click Generate.
Choosing a proforma template and generating it
  1. Click Print to print the proforma.
Print option after generating the proforma

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What the Proforma Shows

Proforma generated from the billing screen
  • You can generate it even when the billing screen is empty.
  • It shows the expected charges from the reservation itself.
  • It also shows charges coming from a charging instruction.
  • If the guest paid a deposit, it shows the open balance. This is what the guest still has to pay.
Proforma with the open balance after a deposit