Learn how to add an internal Staff note to the booking, how to show the note to the Customer on the Booking Invoice, and how to edit or delete the note.
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?
Reports > Booking Index > Booking Details > Invoice > Add Note
What more do I need to use this feature?
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Admin or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
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How do I bulk add notes to booking invoices? Check out the following article to learn more: |
Adding notes
Back to topYou can attach notes to a specific booking using the Add Note field to the right (or below the invoice, depending on your screen size).
Add your note in the field provided (1) and then click the Create button (2) to finish.
Showing notes on the Customer invoice
Back to topSelect Show on invoice, if you also need the note to appear on both the Staff and Customer views of the invoice.
Editing or deleting notes
Back to topDo you need to delete or edit an existing note? The options to Edit or Delete the note are displayed directly above each note once saved.
The Edit option enables the note field so that you can update the note.
The Delete option permanently removes the note from the invoice.
< Working with booking statuses from booking invoices | Editing/Changing bookings from booking invoices >