Bulk updating invoices from the booking index

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Reports > Booking Index > Bulk Update
Prerequisites: 

• Admin permissions or restricted permissions to View all reports or the Booking Index.
• The Booking Index 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 ✨ 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 review how to bulk update bookings from the Booking Index.

New to the Booking Index? Be sure to read the first article in this series for an introduction to this feature!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the Booking Index.

 

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The Bulk Update feature can be accessed by selecting at least one booking from the Booking Index list.

Once a booking is selected, the bulk button appears, as seen above.

If you select the very top checkbox next to the Booking column label, then all bookings on that page are selected. You can always deselect a few to meet your needs.

Click on the Bulk Update button to proceed to the next step in the Bulk Update process.

The following Bulk Update options are available.

 

Looking for instructions on bulk Exports and Invoices? Learn more here: Booking Index: Import and Export Booking Index: View Booklet & Invoices

 

 

Note the number of bookings to be updated! Be sure this matches the number of bookings you intended to select so that you don't update any in error, especially if you have chosen to Deliver Notifications in the process.

 

Use this option to update the status of the selected booking(s). Simply select the new status from the dropdown list.

 

To learn more about Booking Statuses, please read the following: Understanding booking status types

 

If you update the status of the bookings, then you also have the option to Deliver Notifications. This sends any associated booking notifications when the Bulk Update is applied.

 

If you do NOT want to send any associated notifications, then be sure to uncheck the Deliver Notifications to prevent a confirmation from being sent to the Customer!

 

Learn more about notifications tied to booking statuses here: Notifications - Email (Booking Status): Introduction

 

If you choose to Bulk Update bookings to a fully PAID status and you have the setting Suggest applying a POS transaction when manually marking a Booking as Paid (Manage > Ecommerce Setup > Settings) enabled, then the option to Apply POS Payments displays.

Select this option to automatically generate a transaction with a POS payment once you click Apply.

 

Add a booking note, for example, if you would like to include a reason for your Bulk Update.

 

Optionally change the Check In Status of the selected booking(s) to In or Out accordingly.

The Note field within the Booking Index updates to include a log of this activity as soon as the change is applied.

 

Be careful when selecting multiple bookings! If the selected booking(s) are a mix of those checked In and Out, then you may inadvertently check in or out the bookings a second time.

 

In any of these cases, be sure to Apply your changes before leaving the Bulk Update modal!

 

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For detailed steps on how to bulk email, please see the following FAQ: How do I send bulk communications to my Customers?

 

 

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< Reviewing and importing external bookings from the booking index

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