How can I send an updated invoice to a Customer after making a booking edit?

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Learn how to send an edited booking invoice to a Customer by plain text email or by email notification with our step-by-step instructions. 

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

• Reports > Booking Index > Booking Details > Email
• Manage > Notifications > Email > Email Notification

 

What more do I need to use this feature?

• Admin permissions to manage inventory or restricted permissions for Reports & Booking Data, Email Customer, and Manage Notifications.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

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Do you want to send an updated invoice to a Customer after making changes to their booking? You can do this by sending a plain text email or using a notification email.

 

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You can send a plain text email that includes the updated invoice by following these steps:

 

1. When viewing a booking invoice, e.g. from Reports > Booking Index, select the Email button from the left-side menu.

 

2. From the E-mail Customer modal, select the recipient (To), sender (From), Subject for the message, and carbon copy (CC) recipient. There is also a box to input your Message before sending it on its way. 

3. When done setting up the email, select the Include invoice in e-mail option before clicking Send. This option adds the updated invoice to the email you send your Customer.

 

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You can trigger sending a notification email that includes the updated invoice by following these steps:

 

1. From the Notifications page (Manage > Notifications), set up a new email notification or edit an existing one with the desired settings and include the {%EMBED_INVOICE} variable in the email body.

This variable includes the most recent invoice in the email sent to the Customer.

 

2. When viewing a Booking Invoice (e.g. from Reports > Booking Index), manually select the status of the invoice notification you want to send from the status dropdown menu.

 

3. Select Send email notifications so that the email is sent.
4. Select Update. You can then change the booking's status back to what it was before if needed.

 

If you want to send the existing booking status notification email again, switch the booking's status to one without an attached notification, e.g. PENDING, and then select the original status from the dropdown menu, e.g. PAID. Whenever this status change occurs, the attached notifications will be sent again unless you choose to stop them.

 

Learn more about notifications and emailing invoices here: Introductions to email notifications Emailing booking invoices to Customers