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Managing invoices from the booking daily list

From the Booking Daily List, you can view a consolidated “booklet” of the day's invoices or view, download, print, or save multiple invoices to PDF in bulk. This feature helps staff prepare documents for Guests, internal use, or financial reporting.

Learn how to view a booklet of invoices, or view, download, print, and save select invoices as a PDF.

New to the Booking Daily List? Read the first article in this series for an introduction to the Booking Daily List.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Booking > Daily List

What more do I need to use this feature?

  • Admin or restricted permissions to View all Reports (or the Daily List).
  • Inventory configured and matching 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
 

Viewing invoice booklets

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Booking Daily List screen with an arrow pointing to the booklet icon, highlighting the View Booklet option.

Figure 1 - Booking Daily List with View Booklet icon highlighted.

Click the View Booklet button to see a compilation of the day's invoices in a digital magazine-type format. The system includes invoices in the booklet that reflect any filters applied.

  1. Open the Booking Daily List, applying any necessary filters.
  2. Click the View Booklet icon in the toolbar.
  3. The system generates a combined view of all invoices currently visible under your filters.
  4. View the booklet within your browser.

Booklet showing two booking invoices side by side with an instruction to click the corner to turn the page.
Figure 2- Booking Daily List showing how to turn the pages of the invoice booklet.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Access the booklet via the Booking Index

This booklet is the same booklet accessed via the Booking Index. To learn more about this feature, please read the following article:

 

Selecting booking invoices to view, download, print, or save as PDF

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Booking Daily List screen showing two selected bookings with an arrow pointing to the invoices button, highlighting the option to open invoices.

Figure 3 - Booking Daily List with (1) selected booking and (2) Invoices option.

You can select one or more invoices to open in your browser's PDF viewer.

  1. Open the Booking Daily List.
  2. Use the checkboxes beside each category or booking to select invoices.
  3. Click the Invoices button displayed once you have selected one or more invoices.
  4. Choose to View, Download, Print, or Save to PDF using your browser.

Example of booking invoice open in browser viewer.

Figure 4 - Example of a booking invoice in the browser viewer.

 

Callout icon of pencil indicating an important note.

Bookings with multiple items/products

Bookings may contain more than one item/product, so a separate listing appears for each.

If you select one of the listings, any other related listings are automatically selected. This feature is a quick way to identify bookings with multiple items or products!

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about the Booking Daily List

For a detailed look at bulk edits and exports, check out the following articles:

 

Next Steps

The following article explains how to export the Booking Daily List. 

 

 

< Bulk updating bookings from the booking daily list     |     Exporting the booking daily list >

 

 

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