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Locate: Reports > Booking Index > Booking Details > Bookmark Invoice
Prerequisites:
- Admin permissions or restricted permissions to access Reports & Booking Data.
- Booking Details are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Details with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we look at bookmarking an invoice to save for later, as well as, viewing your list of bookmarks and removing a bookmark.
New to the Booking Invoice and booking details? Be sure to read our overview, Booking Details: Introduction, 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 Details features.
Overview
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Bookmarks are a great way to highlight certain invoices for quick access later on. Rather than having to search for the invoice you need, you can instead add a bookmark (Booking > Bookmarks).
This is great if you are working on a booking and then need to make some updates later on once everything is confirmed.
To add a bookmark to the invoice, click on the Bookmark button in the left sidebar.
View Bookmarks
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The invoice is added to your list of bookmarks (Booking > Bookmarks).
Remove Bookmarks
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Once you're finished with the bookmark, you can remove it by returning to the invoice and clicking on the Remove Bookmark button, which has replaced the original Bookmark button in the left sidebar.
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Learn more about bookmarks here: |
< Booking Details: Customer Profile | Booking Details: Partner Attribution >