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Printing booking invoices to PDF

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details > Staff Print
Prerequisites:

  • Admin permissions or restricted permissions to access Reports & Booking Data.
  • 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 walk through printing a Staff or Customer version of the Booking Invoice to PDF.

New to the Booking Invoice and booking details? Be sure to read the first article in our 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.

 

Printing to PDF

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Print Staff or Customer versions of the Booking Invoice in PDF format, which you can then save to your computer or print to share with others.

 

- Printing a copy for Staff

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Staff Print

The Staff Print option allows you to save or print a version of the Booking Invoice that includes any hidden elements for internal eyes only, for example, Staff-only booking form fields (e.g. Security Code: ABC-123) or hidden add-ons.

 

Staff Print Window

This option opens up a new browser window containing the PDF invoice. You can then, within your browser, choose to save this to your computer or print it out.  

 

- Printing a copy for Customers

Customer Print

The Customer Print option allows you to save or print a version of the Booking Invoice that excludes any hidden elements for internal eyes only. This is the same version that is emailed to the Customer.

 

Print Window

This option opens up a new browser window containing the PDF invoice. You can then, within your browser, choose to save this to your computer or print it out.  

 

Note

The Pay Now button does not populate in the Staff or Customer PDF view of an invoice. Instead, the button populates when an invoice is embedded in an email to a Staff or Customer recipient.

Learn more about notifications and email variables here:

 

In the next article of this series, we look at emailing invoices to Customers from the Booking Invoice.

 

 

< Checking-in or checking-out bookings from the booking invoice     |     Emailing booking invoices to Customers >

 

 

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