Setting up guest invoices

You can use Guesty to send invoices to guests, with the option to use different brands per listing and include a personalized message of your choice. If relevant, you can securely collect a guest's payment method via the invoice. 

Guidelines for including guest payment method collection link

The payment method link is a secure method of collecting the guest's credit card details, however it is not an automatic payment processor. You will have the option to include or exclude the link each time you send a guest invoice.

If you do not have auto payments set up you will need to process the payment manually. 

 Guest payment link and auto payments

It's important to understand how the guest payment method collection interacts with auto payments that are created when a reservation is confirmed.

Payment method collected before reservation confirmed

If the guest payment method is added to the reservation before it is in "confirmed" status, auto payments will be automatically created and processed according to schedule using the payment method added.

Payment method collected after reservation confirmed

If the guest payment method is added to the reservation after the reservation is confirmed, the existing auto payments will remain in "pending" status. In this case, you will need to edit the auto payments and select the newly added payment method.

• For auto payments scheduled in the past, either change the date to the future or choose to charge now.
• Auto payments scheduled for the future will be automatically collected as per the rules set. 

Apply a brand to an invoice

If you manage several brands, you can send invoices with different branding. Set up brands and assign listings to each. Invoices for reservations in listings that are assigned to a brand will display the company information as defined in the brand setup. If the reservation's listing is not assigned to a brand, the guest invoice will display the company information from the default guest invoice settings entered below.

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Financials mode.
3. Click Guest invoicing.
4. Edit your settings:
   1. Logo: We recommend uploading a square or a circular image to ensure that the image is displayed in the correct proportions.
   2. Company information
   3. Invoice number prefix and sequencing
   4. Message template. This can be edited when sending a specific invoice
   5. Guest folio: Toggle on to include nightly rates
   6. Payment settings: 
      1. Toggle on to include payment link
         1. Option only available if you've connected a payment processor.
      2. Toggle on to show remaining payment balance
5. Click Preview at the end of the page to preview the look of the invoice.
6. Click Save.