The Booking Invoice serves as the central hub for managing all reservation details in Checkfront. From reviewing Guest information to processing payments or making changes, this page provides a complete overview of each booking in one place.
Start with this introductory article on the Booking Invoice and related features, including how to access and view Booking Invoices.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Reports > Booking Index > Booking Details
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Admin or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products). → Learn more about products
Accessing the booking invoice
Click an active Booking ID anywhere in the system. For example, open the Booking Invoice from the Booking Index report (Reports > Booking Index).
You can also enter the Booking ID in the Search field found in the main menu to bring up the Booking Invoice.
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Learn more about the Booking Index For a detailed look at the Booking Index, check out the following article: Also, are you looking to update more than one booking at a time? Learn more here: |
Viewing the booking invoice
You can view and manage bookings from the Booking Invoice, including options to edit, change the booking status, add a note, print invoices (for Both Customers and Staff), apply for payment, and more.
We examine these options in more detail in the following articles within this series.
Next Steps
Once you’re comfortable with the basics above, check out these deeper-dive articles:
- Working with booking statuses from booking invoices
- Adding notes to booking invoices
- Editing/changing bookings from booking invoices
- Adding items/products to booking invoices
- Updating POS transactions from booking invoices
- Adding payments to booking invoices
- Refunding payments from booking invoices
- Cancelling or voiding bookings via booking invoices
- Viewing transaction details from booking invoices
- Viewing booking logs from booking invoices
- Managing Guests from booking invoices
- Managing documents from booking invoices
- Checking-in or checking-out bookings from the booking invoice
- Printing booking invoices to PDF
- Emailing one-time messages, booking invoices with payment links, and more to Customers
- Emailing Customers from the booking invoice using notification templates
- Viewing Customer details from booking invoices
- Bookmarking booking invoices
- Attributing Partners to bookings from bookings invoices
- Copying bookings from the booking invoice
Each article walks you step-by-step through that specific feature.
The following article explains how to work with booking statuses from the Booking Invoice.
Working with booking statuses from booking invoices>