Learn how to add an internal Staff note to the booking, along with the options to show the note on the invoice to the Customer and edit or delete the note.
New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
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Reports > Booking Index > Booking Details > Invoice > Add Note
- Admin permissions or restricted permissions to Bookings.
- 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.
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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 get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
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How do I bulk add notes to booking invoices? Check out the following article to learn more: |
Adding notes
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You can attach notes to a specific booking by using the Add Note field to the right of the invoice (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
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Select 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
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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.
< Working with booking statuses from booking invoices | Changing bookings from booking invoices >