Bookmarking booking invoices

Use bookmarks to mark important invoices for quick access - without needing to search each time.

Learn how to bookmark an invoice, view your list of bookmarks, and remove a bookmark.

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

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Click an active Booking ID anywhere in the system. For example, open the Booking Invoice from the Booking Index report (Reports > Booking Index > Booking ID > Booking Invoice > Bookmark).
• You can also enter the Booking ID in the Search field found in the main menu to bring up the Booking Invoice.

What more do I need to use this feature?

• Admin or restricted permissions to access Reports & Booking Data.
   

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

Bookmarks are a great way to highlight certain invoices for quick access later. Rather than searching for the invoice you need, you can add a bookmark (Booking > Bookmarks).

Click the Bookmark button in the left sidebar to add a bookmark to the invoice.  

Once you bookmark the invoice, it is added to your list of bookmarks (Booking > Bookmarks). You can then resume working with the invoice.

Once you have finished working with the bookmarked invoice, you can remove it by returning to the invoice and clicking the Remove Bookmark button.  

Learn more about bookmarks For a detailed look at bookmarks, check out the following article: Introduction to bookmarks

Next Steps

In the next and final article of this series, we examine attributing Partners to bookings. 

< Viewing Customer details from booking invoices     |     Attributing Partners to bookings >