Introduction to managing the booking invoice layout

Your booking invoice is an important Customer touchpoint. The system automatically sends it via email after each booking, and it is often printed or shared as proof of purchase. By customizing the invoice layout, you ensure it matches your brand, includes accurate business details, and clearly communicates key policies.

Read this overview of our Booking Invoice Layout feature, including what you can configure, step-by-step instructions for getting started, and next steps.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > Layout > Invoice
   

What more do I need to use this feature?

• Admin permissions to manage accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version, using classic items (Inventory > Items), and our classic products version, using classic products (Inventory > Products).  → Learn more about products

You can customize the Booking Invoice Layout (Manage > Layout > Invoice) to suit the needs of your business.

Within the Invoice Layout editor, you can customize the following elements:

• Invoice Title — Adjust the heading that appears at the top of invoices (e.g., “Booking Invoice,” “Reservation Receipt”).
• Print Logo — Add a logo on printed or PDF invoices for brand consistency.
• Company Details — Update business name, address, contact info, and legal identifiers.
• Layout Options — Choose how items, totals, taxes, and payment details are displayed.
• Booking Policy Text — Add or edit the invoice's terms, conditions, or disclaimers.

1. Go to Manage > Layout > Invoice.
2. Begin with the Invoice Title to set a clear heading.
3. Upload or update your Print Logo for a professional look.
4. Review and confirm your Company Details are accurate and up to date.
5. Adjust Layout Options to control how line items and totals appear.
6. Edit your Booking Policy text to highlight key terms for your customers.
7. Save your changes and send yourself a test invoice to confirm everything looks correct.

Next Steps

Once you’re comfortable with the basics above, check out these deeper-dive articles:

• Managing the title of the Booking Invoice layout
• Managing the print logo within the Booking Invoice layout
• Managing company details within the Booking Invoice layout
• Managing Booking Invoice layout options
• Managing the policy within the Booking Invoice layout

Each article walks you step-by-step through that specific feature. 

The following article explains how to manage the title of the booking invoice layout. 

Managing the title of the booking invoice layout >