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Introduction to the booking invoice and booking details

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details
Prerequisites: 

  • The Booking Invoice feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

This article is a brief introduction to the Booking Invoice and related features, with information on how to find and access your booking invoices.

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Invoice and related features.

 

Accessing the booking invoice

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Usually, once a booking is created in your system, it's something you want to have easy access to, right? After all, the booking contains all the information about your Customer, what they've booked, how many, and when... the list goes on.

That's why we have made it easy for you to quickly access your Booking Invoice. The information on a booking can be viewed by clicking on an active invoice ID link anywhere in the system.

 

Details Booking ID

A good example of this is the screen found in the Booking Index report (Reports > Booking Index), as shown in the image above.

Simply select an invoice by clicking on the booking ID. Once an invoice has been selected, it appears on the page ready for viewing and editing.  

 

Learn More

Learn more about the Booking Index here:

 

FAQ

Looking to update more than one booking at a time? Learn more here:

 

Viewing the booking invoice

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Booking Invoice

From the Booking Invoice, you can view and manage the booking including options to edit the booking, change the booking status, add a note, print (Customer and Staff) invoices, apply a payment, and more!

In the next articles within this series, we get into these options in more detail.

 

Utilizing booking statuses from booking invoices>

 

 

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