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Bookmarking booking invoices

Learn how to bookmark an invoice, view your list of bookmarks, and remove a bookmark.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

 

Accessing the features mentioned in this article


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 items, classic products, or both?

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

Adding bookmarks

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Bookmark Invoice

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 bookmarks

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Bookmarks

The invoice is added to your list of bookmarks (Booking > Bookmarks).

 

Removing bookmarks

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Remove Bookmark

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.  

 

Book

Learn more about bookmarks here:

 

In this series's next and final article, we look at attributing Partners to bookings. 

 

< Viewing Customer details from booking invoices     |     Attributing Partners to bookings >

 

 

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