Payments & Invoicing
Roomismo handles guest payments and invoicing inside the same PMS as your bookings. Accept full or partial payments, apply discounts and track every transaction in one place. Customise invoice templates, issue proforma invoices and handle environmental tax settings with ease. For Greek properties, every receipt and invoice is sent to AADE's myDATA automatically, with its MARK and QR code.
How invoicing works in Roomismo
Receipts and invoices next to the booking
Issue a receipt for a private guest, or a service invoice for a corporate booking or a travel agency. For group bookings you choose between one invoice or separate ones. VAT and the climate resilience fee (ΤΑΚΚ) are calculated automatically, and if something goes wrong you issue a credit note that's linked to the original document, as AADE requires.
Automatic myDATA transmission with MARK and QR
As soon as you issue a document it's transmitted to myDATA with no extra step, and it carries its MARK and QR code. Roomismo sets up the myDATA connection once, during onboarding. Documents are categorised automatically to myDATA's standards, and the calendar view shows which have been sent and which are pending. See AADE Integration for the details.
Payments and balances on every booking
Record a deposit or the full amount and see each booking's remaining balance straight away. Guests pay deposits and final payments online through Stripe, Viva, Revolut or Nexi, refunds are recorded against the original payment, and for a deposit taken remotely you can send a payment link. When an amount is still open, send the guest a reminder.
Your accountant sees the same data
Add your accountant's email and they get access to your documents and data, so they can check myDATA without waiting for files from you. For the rest of a Greek property's obligations, such as the registry number, ΤΑΚΚ and island VAT, see the AADE and myDATA compliance guide.
Key Features
Discover the powerful capabilities that make this feature essential for modern hospitality management. Each functionality is designed to save you time, reduce errors, and enhance your guests' experience.
Everything you need to manage payments and invoices with flexibility and precision.
Roomismo's Payments & Invoicing tools give you complete control over your financial processes. From accepting full or partial payments to generating customised invoices and handling local taxes, every detail is managed directly within your PMS, so you can see at a glance what a guest has paid, what's still open and which documents have already reached myDATA.
Full and Partial Payments
Accept full or partial payments from guests, track balances, and update payment status directly within the PMS.
Custom Invoicing
Create and customise invoice layouts to match your brand, including logo, notes, VAT details and payment breakdowns.
Discounts and Proforma Invoices
Apply discounts by amount or percentage and issue proforma invoices before the guest arrives, when needed.
Environmental Tax Management
Set up and automate local or national tax rules, including tourist and environmental taxes, with full control from your settings.
Benefits
See how this feature transforms your daily operations and delivers measurable value for your property. From improved efficiency to enhanced guest satisfaction, these benefits directly impact your bottom line.
More Flexible Payment Options
Accept full or partial payments with ease, offering guests a smoother and more convenient booking experience.
Faster and Simpler Invoicing
Generate, customise, and send invoices quickly, reducing admin time and paperwork for your team.
Full Financial Transparency
Track all transactions in one place, keeping your financial records clear, consistent, and audit-ready.
Better Guest Communication
Use proforma invoices and clear billing summaries to inform guests of costs upfront and avoid misunderstandings.
Frequently Asked Questions
Find answers to the most common questions about this feature. If you need further assistance, our support team is always ready to help.
