Adding notes to booking invoices

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.

Which plans include this feature?

Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, 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 > Invoice > Add Note

What more do I need to use this feature?

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

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.

New to Checkfront - Products ✨

With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

How do I bulk add notes to booking invoices?

Check out the following article to learn more:

Adding notes

Booking Detail Note

You 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.

Booking Detail Note on Invoice

Select Show on invoice, if you also need the note to appear on both the Staff and Customer views of the invoice.

Booking Note Edit

Do 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.