Viewing Customer details from booking invoices

Quickly view and manage Customer information directly from a Booking Invoice.

This feature helps you confirm contact details, check related bookings, and maintain accurate Customer records without leaving the booking view.

Learn how to access the Customer details for the Booker, including related bookings.

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 > {Customer Name}).

• 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 permissions to manage inventory or restricted permissions for 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

Clicking on the Customer's name (e.g., Jane Smith) in the left sidebar takes you to Customer Details for the Booker. The number next to the Customer's name depicts the bookings attached to the Customer's profile.  

From Customer Details, you can create a new booking for that Customer or review past bookings. You can also update Customer Details by editing their profile fields. 

The Bookings area summarizes each booking attached to the Customer's profile. Details for each booking are the ID, Customer Type, Booking, Date, Created, Amount, Status, and the Detach option.

A Related Bookings expandable section displays if bookings from separate Customers happen to share identifiable details such as the email address, phone number, name, or address.

Once expanded, click the blue View button to open the other booking.

You can merge the related booking with the Customer profile by clicking the box to the left of the entry and choosing the Attach button.

Once attached, the related booking is moved to the Bookings list of that profile.

Learn more about Customer details For a detailed look at Customer Details and the Customer Directory, check out the following article: Introduction to the Customers Directory and Customer Profiles

Next Steps

The following article in this series looks at bookmarking booking invoices. 

< Emailing Customers using notification templates     |     Bookmarking booking invoices >