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Adding notes to booking invoices

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details > Invoice > Add Note
Prerequisites: 

  • 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.

 

Products

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 contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we explain how to add an internal Staff note to the booking with the option to display the note on the invoice to the Customer.

New to the Booking Invoice and booking details? Be sure to read the first article in this series, Introduction to the booking invoice and booking details, before starting!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Invoice features.

 

FAQ

How do I bulk add notes to booking invoices?

Check out the following article to learn more:

 

Adding notes

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Booking Detail Note

You can attach notes to a specific booking by using the Add Note field located 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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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.

 

Editing notes

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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.

 

< Utilizing booking statuses from booking invoices     |     Changing bookings from booking invoices >

 

 

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