{"id":7269,"date":"2026-08-05T14:20:20","date_gmt":"2026-08-05T12:20:20","guid":{"rendered":"https:\/\/branike.com\/prirucka\/automaticka-faktura\/"},"modified":"2026-08-05T16:09:45","modified_gmt":"2026-08-05T14:09:45","slug":"automaticka-faktura","status":"publish","type":"kb_article","link":"https:\/\/branike.com\/prirucka\/automaticka-faktura\/","title":{"rendered":"Automatick\u00e1 fakt\u00fara z rezerv\u00e1cie, podujatia aj formul\u00e1ra"},"content":{"rendered":"\n

Doklad nemus\u00ed vznika\u0165 ru\u010dne. Rezerv\u00e1cia, prihl\u00e1\u0161ka na podujatie, odoslan\u00fd formul\u00e1r aj rezerv\u00e1cia ubytovania si vedia doklad vyp\u00fdta\u0165 samy \u2014 Branike PDF Invoices ho vystav\u00ed a o\u010d\u00edsluje.<\/p>\n\n\n\n

Tento n\u00e1vod hovor\u00ed, kedy vznikne ak\u00fd doklad, \u010do na to mus\u00edte nastavi\u0165 a ako sa dostane k z\u00e1kazn\u00edkovi<\/strong>. A rovnako d\u00f4le\u017eit\u00e9: \u010do automaticky nefunguje, aby ste to ne\u010dakali.<\/p>\n\n\n\n

Najprv jedna vec, ktor\u00e1 m\u00e4tie najviac<\/h2>\n\n\n\n

Z\u00e1lohov\u00e1 fakt\u00fara a ostr\u00e1 fakt\u00fara s\u00fa dva r\u00f4zne doklady. Zdroje ako rezerv\u00e1cia \u010di formul\u00e1r vystavuj\u00fa z\u00e1lohov\u00fa fakt\u00faru (proformu)<\/strong>. Ke\u010f je zaplaten\u00e1, doklad zmen\u00ed stav na zaplaten\u00e9<\/em> \u2014 ale s\u00e1m sa na ostr\u00fa fakt\u00faru nepremen\u00ed<\/strong>.<\/p>\n\n\n\n

Znamen\u00e1 to, \u017ee platba je vysporiadan\u00e1 a v preh\u013eadoch sed\u00ed. Ak potrebujete ostr\u00fa fakt\u00faru ako samostatn\u00fd doklad, vystav\u00edte ju ru\u010dne.<\/p>\n\n\n\n

<\/svg>Pri objedn\u00e1vkach z WooCommerce to funguje inak \u2014 tam sa d\u00e1 nastavi\u0165, aby ostr\u00e1 fakt\u00fara vznikala automaticky pri zmene stavu objedn\u00e1vky.<\/span><\/p>\n\n\n\n

Kto \u010do vystavuje<\/h2>\n\n\n\n
Zdroj<\/th>Kedy doklad vznikne<\/th>Ak\u00fd doklad<\/th><\/tr><\/thead>
BooKing<\/strong><\/td>pri vytvoren\u00ed rezerv\u00e1cie<\/td>z\u00e1lohov\u00e1 fakt\u00fara<\/td><\/tr>
Stays<\/strong><\/td>pri vytvoren\u00ed rezerv\u00e1cie ubytovania<\/td>z\u00e1lohov\u00e1 fakt\u00fara<\/td><\/tr>
Forms<\/strong><\/td>pri odoslan\u00ed formul\u00e1ra<\/td>z\u00e1lohov\u00e1 fakt\u00fara (d\u00e1 sa zmeni\u0165)<\/em><\/td><\/tr>
Events<\/strong><\/td>a\u017e po potvrden\u00ed prihl\u00e1\u0161ky<\/strong><\/td>pokladni\u010dn\u00fd doklad<\/td><\/tr>
WooCommerce<\/strong><\/td>pri zmene stavu objedn\u00e1vky<\/td>fakt\u00fara, z\u00e1loha, dobropis\u2026<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Dva riadky si zasl\u00fa\u017eia pozornos\u0165:<\/p>\n\n\n\n

Events nevystav\u00ed ni\u010d pri prihl\u00e1\u0161ke.<\/strong> Doklad vznikne a\u017e vtedy, ke\u010f prihl\u00e1\u0161ku potvrd\u00edte v administr\u00e1cii alebo \u00fa\u010dastn\u00edka odbav\u00edte pri pr\u00edchode. Je to z\u00e1mer \u2014 k\u00fdm je prihl\u00e1\u0161ka nepotvrden\u00e1, nie je \u010do \u00fa\u010dtova\u0165.<\/p>\n\n\n\n

Events vystavuje pokladni\u010dn\u00fd doklad, nie fakt\u00faru.<\/strong> Ak potrebujete pre \u00fa\u010dastn\u00edka fakt\u00faru, vystavte ju ru\u010dne.<\/p>\n\n\n\n

Krok 1: vypl\u0148te faktura\u010dn\u00e9 \u00fadaje<\/h2>\n\n\n\n

Bez nich sa doklad s\u00edce vytvor\u00ed, ale bude nepou\u017eite\u013en\u00fd.<\/p>\n\n\n\n

PDF Invoices \u2192 Settings \u2192 z\u00e1lo\u017eka General:<\/strong><\/p>\n\n\n\n

Pole<\/th>Pre\u010do na\u0148 nezabudn\u00fa\u0165<\/th><\/tr><\/thead>
N\u00e1zov firmy, adresa, mesto, PS\u010c, krajina<\/td>bez toho doklad nie je da\u0148ov\u00fd doklad<\/td><\/tr>
I\u010cO, DI\u010c<\/td>povinn\u00e9 \u00fadaje<\/td><\/tr>
I\u010c DPH + prep\u00edna\u010d \u201eplatite\u013e DPH“<\/td>rozhoduje o tom, \u010di sa DPH v\u00f4bec vy\u010d\u00edsli<\/td><\/tr>
IBAN<\/strong><\/td>bez neho z\u00e1kazn\u00edk nevie, kam zaplati\u0165<\/td><\/tr>
SWIFT\/BIC<\/td>pri platb\u00e1ch zo zahrani\u010dia<\/td><\/tr>
Logo, podpis alebo pe\u010diatka<\/td>vizu\u00e1l dokladu<\/td><\/tr>
P\u00e4ti\u010dka PDF, akcentov\u00e1 farba<\/td>dola\u010fovanie vzh\u013eadu<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Na z\u00e1lo\u017eke Documents<\/strong> nastavte predvolen\u00fa sadzbu DPH<\/strong>, splatnos\u0165 v d\u0148och<\/strong>, form\u00e1t papiera a to, \u010di m\u00e1 na zaplaten\u00fdch dokladoch svieti\u0165 vodotla\u010d \u201eZAPLATEN\u00c9“.<\/p>\n\n\n\n

Krok 2: skontrolujte \u010d\u00edseln\u00e9 rady<\/h2>\n\n\n\n

PDF Invoices \u2192 Number sequences.<\/strong> Ka\u017ed\u00fd typ dokladu m\u00e1 vlastn\u00fd rad a vlastn\u00fd form\u00e1t \u010d\u00edsla:<\/p>\n\n\n\n

Doklad<\/th>Predvolen\u00fd form\u00e1t<\/th><\/tr><\/thead>
Fakt\u00fara<\/td>FAK-2026-0001<\/code><\/td><\/tr>
Z\u00e1lohov\u00e1 fakt\u00fara<\/td>ZAL-2026-0001<\/code><\/td><\/tr>
Dobropis<\/td>DOB-2026-0001<\/code><\/td><\/tr>
Pokladni\u010dn\u00fd doklad<\/td>POK-2026-0001<\/code><\/td><\/tr>
Dodac\u00ed list<\/td>DOD-2026-0001<\/code><\/td><\/tr>
Objedn\u00e1vka<\/td>OBJ-2026-0001<\/code><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Rad si nastavte sk\u00f4r, ne\u017e vystav\u00edte prv\u00fd doklad<\/strong>. Meni\u0165 ho sp\u00e4tne znamen\u00e1 diery v \u010d\u00edslovan\u00ed, a tie sa vysvet\u013euj\u00fa hor\u0161ie, ne\u017e sa zd\u00e1.<\/p>\n\n\n\n

Krok 3: povedzte zdroju, \u017ee sa plat\u00ed<\/h2>\n\n\n\n

Toto je krok, na ktorom to naj\u010dastej\u0161ie stoj\u00ed. Faktura\u010dn\u00fd plugin ni\u010d nevystav\u00ed s\u00e1m od seba \u2014 mus\u00ed mu to poveda\u0165 zdroj.<\/p>\n\n\n\n

BooKing<\/h3>\n\n\n\n

Branike BooKing \u2192 Settings<\/em>, vo\u013eba sp\u00f4sobu platby<\/strong>:<\/p>\n\n\n\n

    \n\n
  • na mieste<\/strong> \u2014 doklad nevznikne v\u00f4bec<\/li>\n\n\n
  • z\u00e1loha<\/strong> \u2014 vystav\u00ed sa z\u00e1lohov\u00e1 fakt\u00fara na percento, ktor\u00e9 zad\u00e1te<\/li>\n\n\n
  • pln\u00e1 suma<\/strong> \u2014 z\u00e1lohov\u00e1 fakt\u00fara na cel\u00fa sumu<\/li>\n\n<\/ul>\n\n\n\n

    Nastavenie sa d\u00e1 prebi\u0165 na konkr\u00e9tnej slu\u017ebe, tak\u017ee konzult\u00e1cia zdarma m\u00f4\u017ee zosta\u0165 \u201ena mieste“, k\u00fdm platen\u00fd z\u00e1krok p\u00fdta z\u00e1lohu.<\/p>\n\n\n\n

    Stays<\/h3>\n\n\n\n

    To ist\u00e9 na \u00farovni jednotky<\/strong> (izby, apartm\u00e1nu): re\u017eim platby a percento z\u00e1lohy s\u00fa v nastaveniach jednotky.<\/p>\n\n\n\n

    Forms<\/h3>\n\n\n\n

    V editore formul\u00e1ra otvorte panel platby<\/strong> v bloku formul\u00e1ra. Zapnete platbu, vyberiete typ dokladu<\/strong> (tu si viete vybra\u0165 aj ostr\u00fa fakt\u00faru), zdroj sumy, menu, sadzbu DPH a n\u00e1zov polo\u017eky.<\/p>\n\n\n\n

    Events<\/h3>\n\n\n\n

    Ni\u010d sa nenastavuje. Doklad vznikne potvrden\u00edm prihl\u00e1\u0161ky.<\/p>\n\n\n\n

    Ako sa doklad dostane k z\u00e1kazn\u00edkovi<\/h2>\n\n\n\n

    <\/svg>\ud83d\udd34 Vznik dokladu \u2260 jeho odoslanie.<\/strong> Doklad sa vytvor\u00ed a ulo\u017e\u00ed, ale automaticky sa neposiela<\/strong>. Toto prekvap\u00ed ka\u017ed\u00e9ho. Ak z\u00e1kazn\u00edk tvrd\u00ed, \u017ee mu fakt\u00fara nepri\u0161la, s najv\u00e4\u010d\u0161ou pravdepodobnos\u0165ou m\u00e1 pravdu.<\/span><\/p>\n\n\n\n

    Odosla\u0165 sa d\u00e1 takto:<\/p>\n\n\n\n

    Sp\u00f4sob<\/th>Ako<\/th><\/tr><\/thead>
    Ru\u010dne<\/strong><\/td>PDF Invoices \u2192 All documents<\/em>, tla\u010didlo odoslania pri doklade<\/td><\/tr>
    Hromadne<\/strong><\/td>ozna\u010d\u00edte viac dokladov naraz<\/td><\/tr>
    Cez WooCommerce<\/strong><\/td>PDF sa prilo\u017e\u00ed k e-mailom objedn\u00e1vky (nastavuje sa na z\u00e1lo\u017eke WooCommerce)<\/td><\/tr>
    Upomienky<\/strong><\/td>PDF Invoices \u2192 Reminders<\/em> \u2014 pripomienky po splatnosti<\/td><\/tr>
    Opakovan\u00e9 fakt\u00fary<\/strong><\/td>PDF Invoices \u2192 Recurring invoices<\/em><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    E-mail s dokladom obsahuje sumu, d\u00e1tum splatnosti, IBAN<\/strong>, variabiln\u00fd symbol<\/strong> a \u2014 ak m\u00e1te zapnut\u00e9 online platby \u2014 tla\u010didlo na zaplatenie kartou<\/strong>. PDF je prilo\u017een\u00e9.<\/p>\n\n\n\n

    Zdrojov\u00e9 pluginy posielaj\u00fa vlastn\u00e9 e-maily, ale bez fakt\u00fary.<\/strong> BooKing po\u0161le potvrdenie rezerv\u00e1cie s platobn\u00fdm odkazom, Stays potvrdenie pobytu. S\u00fa to in\u00e9 e-maily ne\u017e ten s dokladom.<\/p>\n\n\n\n

    Platba kartou cez odkaz<\/h2>\n\n\n\n

    Ak chcete, aby z\u00e1kazn\u00edk mohol zaplati\u0165 kliknut\u00edm, zapnite PDF Invoices \u2192 Online payments<\/strong>. Potrebujete Stripe k\u013e\u00fa\u010d a podpisov\u00fd k\u013e\u00fa\u010d pre webhook \u2014 adresu webhooku v\u00e1m obrazovka vyp\u00ed\u0161e, sta\u010d\u00ed ju skop\u00edrova\u0165 do Stripe.<\/p>\n\n\n\n

    Ako to funguje z poh\u013eadu z\u00e1kazn\u00edka:<\/p>\n\n\n\n

      \n\n
    1. V e-maile klikne na \u201eZaplati\u0165 kartou“<\/strong>.<\/li>\n\n\n
    2. Odkaz vedie na v\u00e1\u0161 web, ten ho presmeruje na platobn\u00fa br\u00e1nu.<\/li>\n\n\n
    3. Po zaplaten\u00ed sa vr\u00e1ti sp\u00e4\u0165 na potvrdzovaciu str\u00e1nku.<\/li>\n\n<\/ol>\n\n\n\n

      Karta cez v\u00e1\u0161 web neprejde nikdy \u2014 cel\u00fa platbu rie\u0161i br\u00e1na.<\/p>\n\n\n\n

      Po zaplaten\u00ed sa doklad automaticky ozna\u010d\u00ed ako zaplaten\u00fd<\/strong>. Odkaz funguje len pre fakt\u00faru, z\u00e1lohov\u00fa fakt\u00faru a objedn\u00e1vku, ktor\u00e9 e\u0161te zaplaten\u00e9 nie s\u00fa.<\/p>\n\n\n\n

      \u010co sa stane, ke\u010f je doklad zaplaten\u00fd<\/h2>\n\n\n\n

      Okrem zmeny stavu na to vedia nadviaza\u0165 \u010fal\u0161ie pluginy:<\/p>\n\n\n\n

        \n\n
      • Forms<\/strong> \u2014 odoslan\u00fd formul\u00e1r sa ozna\u010d\u00ed ako zaplaten\u00fd, tak\u017ee v zozname vid\u00edte, kto zaplatil a kto nie.<\/li>\n\n\n
      • \u010clenstv\u00e1<\/strong> \u2014 pri doklade, ktor\u00fd nesie \u010dlensk\u00fd bal\u00edk, sa \u010dlenstvo vyd\u00e1 a odo\u0161l\u00fa sa pr\u00edstupy. Vyd\u00e1 sa raz<\/strong>, opakovan\u00e1 platba ni\u010d nezdvoj\u00ed.<\/li>\n\n<\/ul>\n\n\n\n

        Ozna\u010di\u0165 doklad ako zaplaten\u00fd m\u00f4\u017eete aj ru\u010dne v zozname dokladov \u2014 \u00fa\u010dinok je rovnak\u00fd ako pri platbe kartou.<\/p>\n\n\n\n

        \u010cast\u00e9 z\u00e1drhele<\/h2>\n\n\n\n

        \u201eRezerv\u00e1cia pri\u0161la, fakt\u00fara nikde.“<\/strong> Slu\u017eba m\u00e1 re\u017eim platby \u201ena mieste“. Prepnite ju na z\u00e1lohu alebo pln\u00fa sumu.<\/p>\n\n\n\n

        \u201eDoklad sa vytvoril, ale z\u00e1kazn\u00edk ho nedostal.“<\/strong> Doklady sa neposielaj\u00fa automaticky. Po\u0161lite ho z preh\u013eadu dokladov, alebo si nastavte upomienky.<\/p>\n\n\n\n

        \u201eNa doklade nie je DPH.“<\/strong> Nie je zapnut\u00fd prep\u00edna\u010d \u201eplatite\u013e DPH“ v nastaveniach, alebo nie je vyplnen\u00e9 I\u010c DPH.<\/p>\n\n\n\n

        \u201eZ\u00e1kazn\u00edk nevie, kam zaplati\u0165.“<\/strong> Ch\u00fdba IBAN v nastaveniach firmy. E-mail ho potom nem\u00e1 odkia\u013e vzia\u0165.<\/p>\n\n\n\n

        \u201eZ\u00e1lohov\u00e1 fakt\u00fara sa nezmenila na ostr\u00fa.“<\/strong> A ani sa nezmen\u00ed. Zaplaten\u00e1 z\u00e1loha zost\u00e1va z\u00e1lohou so stavom zaplaten\u00e9<\/em>. Ostr\u00fa fakt\u00faru vystavte ru\u010dne.<\/p>\n\n\n\n

        \u201ePrihl\u00e1\u0161ka na podujatie nevystavila doklad.“<\/strong> Prihl\u00e1\u0161ka nie je potvrden\u00e1. Potvr\u010fte ju v administr\u00e1cii podujatia.<\/p>\n\n\n\n

        \u201eTla\u010didlo na platbu kartou v e-maile nie je.“<\/strong> Bu\u010f nie s\u00fa zapnut\u00e9 online platby, alebo doklad u\u017e je zaplaten\u00fd, alebo je to typ dokladu, ktor\u00fd sa neuhr\u00e1dza (napr\u00edklad dodac\u00ed list).<\/p>\n\n\n\n

        \u010co si z toho odnies\u0165<\/h2>\n\n\n\n

        Automatick\u00e1 faktur\u00e1cia stoj\u00ed na troch nastaveniach, a ke\u010f zlyh\u00e1, je to takmer v\u017edy jedno z nich: faktura\u010dn\u00e9 \u00fadaje firmy<\/strong>, \u010d\u00edseln\u00e9 rady<\/strong> a re\u017eim platby na strane zdroja<\/strong>.<\/p>\n\n\n\n

        A jedna vec, ktor\u00fa si treba zapam\u00e4ta\u0165 nav\u017edy: doklad vznik\u00e1 automaticky, ale neodosiela sa s\u00e1m.<\/strong> Bu\u010f ho posielate ru\u010dne, alebo si na to zapnete upomienky \u2014 tretia mo\u017enos\u0165 neexistuje.<\/p>\n","protected":false},"excerpt":{"rendered":"

        Doklad nemus\u00ed vznika\u0165 ru\u010dne. Rezerv\u00e1cia, prihl\u00e1\u0161ka na podujatie, odoslan\u00fd<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_bkb_access":"public","_bkb_min_tier":"basic","_bkb_teaser":"","_bkb_featured":false,"_bt_container":"","_bt_sidebar":"","_bt_show_title":"","footnotes":"","_bseo_title":"","_bseo_description":"","_bseo_noindex":"","_bseo_nofollow":"","_bseo_canonical":"","_bseo_og_title":"","_bseo_og_description":"","_bseo_og_image_id":0,"_bseo_og_image_url":"","_bseo_focus_keyword":""},"kb_category":[32],"kb_tag":[],"class_list":["post-7269","kb_article","type-kb_article","status-publish","hentry","kb_category-fakturacia"],"_links":{"self":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/types\/kb_article"}],"author":[{"embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":1,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7269\/revisions"}],"predecessor-version":[{"id":7281,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/7269\/revisions\/7281"}],"wp:attachment":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/media?parent=7269"}],"wp:term":[{"taxonomy":"kb_category","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_category?post=7269"},{"taxonomy":"kb_tag","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_tag?post=7269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}