New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
Which plans include this feature?
Where can I find this feature using the top menu?
Reports > Booking Index > Booking Details > Bookmark Invoice
What more do I need to use this feature?
Which Checkfront version supports this feature - classic, new, or both?
- 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.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Adding bookmarksBack to top
Bookmarks are a great way to highlight certain invoices for quick access later. Rather than having to search for the invoice you need, you can add a bookmark (Booking > Bookmarks).
Click the Bookmark button in the left sidebar to add a bookmark to the invoice.
Viewing bookmarksBack to top
The invoice is added to your list of bookmarks (Booking > Bookmarks).
Removing bookmarksBack to top
Once you're finished with the bookmark, you can remove it by returning to the invoice and clicking the Remove Bookmark button, which replaced the original Bookmark button in the left sidebar.
Learn more about bookmarks here:
In this series's next and final article, we look at attributing Partners to bookings.