Bookmarking booking invoices

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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.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), 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?

• Admin or restricted permissions to access Reports & Booking Data.
  
  

Which Checkfront version supports this feature - classic, new or both?

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

 

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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.  

 

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

 

Learn more about bookmarks here: Introduction to bookmarks

 

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

 

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

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