Introduction
The Hostaway invoice system uses the reservation breakdown and therefore relies on the tax mapping and settings you have configured in your account. If you haven't done this yet, we recommend reviewing the setup articles you can find here and here.
Since different channels and setups may vary depending on your business and country- or region-specific tax laws, we recommend that you always consult a local tax advisor to better understand which tax mapping, percentage levels, and types you should use.
In general, for reservations where you need to update the price breakdown items, you can do so in the reservation edit and tax setting screens, depending on your use case. The Sync button on the draft invoice lets you refresh it to reflect the adjusted values after changes are made, since it does not update instantly.
Manual overwriting of invoice breakdown/tax line items
For invoices, the system needs to know what tax percentage applies to the invoice breakdown and in what form. In some cases, you might not have set this up before, or you may need to manually overwrite the invoice for the guest or for tax authority reporting.
You can adjust these settings on the invoice while it is in Draft status.
For a draft invoice, you can edit how the breakdown tax applies, based on your needs, to overwrite the invoice's default setup coming from the guest reservation. Here you can:
- Overwrite the tax % applied to the line items.
- Mark a price line item as tax included.
- Mark a price line item as tax added on top.
- Mark a price line item as tax exempt.
Important: Adjustments made to the invoice using manual overwrite will not adjust the reservation's specific breakdown or the tax-reported items there. This includes any additional amounts a guest might have needed to pay due to adjustments made to the reservation breakdown or to the tax settings you applied by default.