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Locate: Reports > Booking Index > Booking Details > Bookmark Invoice
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.
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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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we look at how to bookmark an invoice, how to view your list of bookmarks, and how to remove a bookmark.
New to the Booking Invoice and booking details? Be sure to read our overview, 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.
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).
To add a bookmark to the invoice, click on the Bookmark button in the left sidebar.
Viewing bookmarks
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The invoice is added to your list of bookmarks (Booking > Bookmarks).
Removing 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: |
In the next and final article in this series, we look at attributing Partners to bookings.
< Viewing Customer details from booking invoices | Attributing Partners to bookings >