If the Create New button on a booking does nothing, or sends you to a settings page, the usual cause is that your Invoice Settings are not filled in yet. Smoobu blocks invoice creation until you set them up once. Fill them in and the button works from then on.
First, check
- Open Configuration > Invoice Settings and confirm it is filled in (sender details, invoicing language, currency, tax). An empty Invoice Settings is the most common reason Create New will not open an invoice.
Create New is greyed out or bounces you to settings
You click Create New on a booking and nothing opens, or you land on the Invoice Settings page instead. The Invoices card shows a message asking you to set up your invoice preferences first.
Smoobu gates invoice creation until your Invoice Settings exist. Go to Configuration > Invoice Settings, complete your sender details, invoicing language, currency, and tax, and save. Then reopen the booking and click Create New. You only do this once. See Set up your invoice template for the full setup.
The invoice opens with empty line items and no amounts
The invoice editor opens, but the Service Details rows are blank and there is no price to invoice.
The invoice pulls its line items from the booking's stored price (base price, cleaning fee, and so on). If the booking has no price on it, Smoobu has nothing to fill the rows with, so they open empty. Add the amounts by hand in the invoice editor, or set the booking's price first, then create the invoice again. For manual bookings, the base price is taken from your rate calendar in Pricing, so a booking made on dates with no rate set has no price to invoice.
The PDF shows an amount as "due" even though the booking is paid
You marked the booking as paid, but the invoice PDF still shows an amount as due rather than "Paid".
The "Paid" label only appears once nothing is left to pay on the invoice. Marking the booking or the invoice as paid is not enough. To get the label, record the full price as a prepayment:
- Open the booking to edit it and go to the price section.
- Enter the full booking price in Prepayment and tick the checkbox to its left.
- Save the booking.
- If you have already created the invoice, open it, click Edit Invoice, and save it. If not, create it now. In both cases, the invoice picks up the prepayment when you save it. The PDF then shows "Paid".
If you send e-invoices and the invoice is already issued, step 4 works differently: an issued e-invoice cannot be edited. Create a credit note for it instead (see How do I create a credit note for a guest invoice?), then create a new invoice.
Keep in mind:
- Enter the full price only when your guest has paid in full.
- This does not work for bookings from channels such as Airbnb or Booking.com. The prepayment on these bookings cannot be changed, so the invoice PDF keeps showing the amount as due.
- If an automated message is set to go out when a booking's payment status changes, ticking the prepayment checkbox can trigger it.
A duplicated line item won't delete
While editing an invoice, a line item gets duplicated, and you cannot remove the extra copy.
Remove all of the invoice's line items and save the invoice, then add the line items back and save again. The duplicate does not return.
You cannot create invoices while Smoobu is in Russian
Invoice creation is not available while your Smoobu interface language is set to Russian. It works in every other language.
Switch your interface language to English, or any language other than Russian, create the invoice, then switch back if you want.
Check it's fixed
The Invoices card on the booking lists your new invoice with a number and a status, and Download as PDF produces a PDF with the correct amounts, tax, sender, and recipient.
Related articles
- How do I create and send an invoice to my guest?
- Set up your invoice template
- How Smoobu's e-invoicing works for Germany, Spain, and Italy
Still stuck?
If these steps didn't fix it, contact the Smoobu team: open the Help menu to open a ticket or book a call slot, or use the chat bubble in the bottom-right corner. To get the fastest answer, please include:
- Your Smoobu User ID (in the profile-icon menu, top right).
- The property name or ID, if it's about one property.
- The Booking ID, if it's about one booking (Bookings, then View more).
- The channel name, if it's about channel sync (Booking.com, Airbnb, Vrbo, and so on).
- A short step-by-step: what you did, what you expected, and what happened.
- Screenshots or a short screen recording of the problem.
- Your browser and operating system, if something looks wrong on screen.
Comments
0 comments
Please sign in to leave a comment.