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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
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?
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Admin or restricted permissions to access Reports & Booking Data.
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.
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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 bookmarks
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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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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 the Remove Bookmark button, which replaced the original Bookmark button in the left sidebar.
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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 >