Attributing Partners to bookings from bookings invoices

Learn how to attribute a Partner to your booking for those who work with Partner accounts.

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 > Add Partner Attribution

What more do I need to use this feature?

• Admin or restricted permissions for Reports & Booking Data and Partner Attribution.
  
  

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

The Partner themselves usually makes bookings by a Partner. However, there may be times when you or a Staff member in your organization must manually attribute a booking to one of these Partners.

To do this, pull up the invoice for the booking in question and look at the left sidebar. You see a button labelled Add Partner Attribution.  

Clicking this button launches a pop-up window with a dropdown field labelled Select a Partner. Simply choose the relevant Partner from the list and click Submit.  

 And that's it! The selected partner now has the booking attributed to them.  

Of course, you may wish to change the Partner attribution, in which case, you see a button in the left sidebar labelled Change Partner Attribution.  

Click on that button and follow the same steps as above to change the partner to which the booking is attributed.  

Partners can make attributed bookings where the Customer can pay later. Learn more here: How can a Partner make a Booking and the Customer pay later?

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