The first thing you need to do is to generate a new Token.
Please have a look at the steps below:
Set up all the tax % supported in your property.
In order to activate the connection in FrontDesk Master, go to Property Settings / Integrations / Fact:
Click the Enable button (1) and put the new Token and the client ID in the gap (2). The ID will make that you will the Fact button on the top menu which will will take to to Fact Dashboard:
You will see also three boxes:
Add city tax record to invoice - Allows to charge city tax as a separate product on the invoices.
Allow creating manual invoices - Allows creating manual invoices on Fact without leaving the system. It's
Fact test mode - If this box is checked the connection with production details won't work. Only test token will work in this case.
Before refreshing the products, make sure that the accommodation and the Items have the correct tax % set up int he system:
They cannot be different than the tax % set up on Fact.
Refresh the products on Fact by clicking on Refresh Fact Productos button:
In the same window go to General tab / Reservation Settings and make sure that the Take Payment & Invoice option is active.
After clicking on one of the TAKE PAYMENT options in the reservation you will see the advanced Take Payment window:
In order to take payment and generate an invoice:
* Choose the nights or items you need to take payment for
* Make sure that you see the green point on the bottom of the windows which says that the Fact connection is active.
* You can choose if you want the PDF to be opened immediately
* Accept the payment
After accepting the payment you will see on the bottom that the payment is being processed and sent to Fact.
After taking payment you will see the transaction in Payments tab in the reservation windows. If you click on it you will see some additional buttons:
* Make Credit Note - Allows you to make a credit note
* Edit in Fact - Allows you to edit the invoice in Fact website
* Print Invoice - It will open the invoice in PDF and you will be able to print it
If you click Make Credit Note, the system will check automatically all the nights, items which are related to the selected invoice:
In order to see the full invoice list please go to More menu / All Issued Invoices. You will see all generated invoices and you will be able to print the whole list or export it to Excel.
You can also edit each invoice and Print it.
* Please note that sometimes the Adblock or similar software can block the PDF documents.
When you take payment for a specific guest and the guest profile is created on fact. If you don't put any TAX number on the first invoice, you won't be able to update the name of the guest if you need to charge him again. You will be able to update only the email, the guest address, the guest phone number.
If the tax number is placed when the guest profile is created then the name can be updated without any problem later.