{"id":1775,"date":"2026-05-14T01:20:05","date_gmt":"2026-05-14T08:20:05","guid":{"rendered":"https:\/\/hostex.io\/help\/?p=1775"},"modified":"2026-05-15T01:21:05","modified_gmt":"2026-05-15T08:21:05","slug":"issue-an-invoice","status":"publish","type":"post","link":"https:\/\/hostex.io\/help\/issue-an-invoice\/","title":{"rendered":"How to Issue an Invoice to Your Guest"},"content":{"rendered":"\n

Hostex supports Invoice pages for charges. An Invoice is a shareable billing document that guests can open from a link, view online, and print or download.<\/p>\n\n\n\n

Open the Invoice<\/h2>\n\n\n\n

Before you start, make sure the reservation has a charge. If no charge exists yet, create one from the reservation detail page first.<\/p>\n\n\n\n

For a one-time charge:<\/strong><\/p>\n\n\n\n

    \n
  1. Open the reservation detail page.<\/li>\n\n\n\n
  2. Go to the Charges<\/code> section.<\/li>\n\n\n\n
  3. Expand the charge.<\/li>\n\n\n\n
  4. Click Invoice<\/code> in the charge action area.<\/li>\n<\/ol>\n\n\n\n

    For a recurring charge:<\/strong><\/p>\n\n\n\n

      \n
    1. Open the reservation detail page.<\/li>\n\n\n\n
    2. Expand the recurring charge.<\/li>\n\n\n\n
    3. Find the specific period or instance.<\/li>\n\n\n\n
    4. Click the Invoice icon on that instance row.<\/li>\n<\/ol>\n\n\n\n

      Each recurring instance has its own Invoice. There is no charge-level summary Invoice for a multi-instance charge.<\/p>\n\n\n\n

      Share the Invoice Link<\/h2>\n\n\n\n

      From the host preview:<\/p>\n\n\n\n

        \n
      1. Click Copy link<\/code>.<\/li>\n\n\n\n
      2. Send the link to the guest by your preferred channel.<\/li>\n<\/ol>\n\n\n\n

        You can also include {{invoice_link}}<\/code> in messages and notification templates where the template supports it.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        What the Guest Sees<\/h2>\n\n\n\n

        The Invoice shows:<\/p>\n\n\n\n

          \n
        • Invoice ID.<\/li>\n\n\n\n
        • Payment status, such as UNPAID<\/code>, PARTIALLY PAID<\/code>, PAID<\/code>, OVERPAID<\/code>, or REFUNDED<\/code>.<\/li>\n\n\n\n
        • From information from your Business Profile.<\/li>\n\n\n\n
        • Bill to information for the guest.<\/li>\n\n\n\n
        • Stay details.<\/li>\n\n\n\n
        • Charge details.<\/li>\n\n\n\n
        • Tax lines, if configured.<\/li>\n\n\n\n
        • Payment summary.<\/li>\n\n\n\n
        • Payment history.<\/li>\n<\/ul>\n\n\n\n

          Guests can edit the Bill to<\/code> area for reimbursement or company billing details. The information is saved for the same guest and reused on later Invoices.<\/p>\n\n\n\n

          Configure Business Profile Information<\/h2>\n\n\n\n

          Invoice sender information comes from Settings<\/code> > Business Profile<\/code>.<\/p>\n\n\n\n

          Recommended fields include:<\/p>\n\n\n\n

            \n
          • Brand name.<\/li>\n\n\n\n
          • Legal name.<\/li>\n\n\n\n
          • Tax ID or VAT number.<\/li>\n\n\n\n
          • Company registration number.<\/li>\n\n\n\n
          • Contact email.<\/li>\n\n\n\n
          • Phone number.<\/li>\n\n\n\n
          • Business address.<\/li>\n\n\n\n
          • Brand logo.<\/li>\n<\/ul>\n\n\n\n

            When previewing an Invoice as the host, the editable logo and sender areas include links that take you to Settings<\/code> > Business Profile<\/code>.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Invoice Amount and Tax Rules<\/h2>\n\n\n\n

            For a one-time charge, the Invoice uses the charge amount and tax settings.<\/p>\n\n\n\n

            For a recurring charge, the Invoice uses the selected instance amount and tax settings.<\/p>\n\n\n\n

            If Amount is tax-inclusive<\/code> is enabled, the entered amount already includes tax. If it is not enabled, tax is added on top of the subtotal.<\/p>\n\n\n\n

            Payment Status Updates<\/h2>\n\n\n\n

            The Invoice is a live document. When a guest pays or a payment is recorded, Hostex updates:<\/p>\n\n\n\n

              \n
            • Payment status.<\/li>\n\n\n\n
            • Amount paid.<\/li>\n\n\n\n
            • Balance due.<\/li>\n\n\n\n
            • Payment history.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

              Hostex supports Invoice pages for charges. An Invoice is a shareable billing document that guests can open from a link, view online, and print or download. Open the Invoice Before you start, make sure the reservation has a charge. If no charge exists yet, create one from the reservation detail page first. For a one-time […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[],"yst_prominent_words":[],"class_list":["post-1775","post","type-post","status-publish","format-standard","hentry","category-reservations"],"_links":{"self":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/1775","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/comments?post=1775"}],"version-history":[{"count":2,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/1775\/revisions"}],"predecessor-version":[{"id":1786,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/1775\/revisions\/1786"}],"wp:attachment":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/media?parent=1775"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/categories?post=1775"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/tags?post=1775"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/yst_prominent_words?post=1775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}