Learn how to cancel or void a booking by changing the status of the Booking Invoice.
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 > Invoice
What more do I need to use this feature?
-
Admin or restricted permissions to Bookings.
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
Updating the status of booking invoices
Back to topHow do I cancel a booking from the booking invoice?
Back to topTo remove a booking from your calendar and make the designated inventory available again, you must update the status of your booking to Cancelled.
- Pull up the booking you wish to remove.
- Click on the booking status button to reveal a dropdown menu of statuses.
- Choose the Cancelled status. A pop-up window reminds you to refund any payments through the Transactions tab and allows you to send an email notification.
- Click Update to confirm the change.
When cancelled, inventory associated with the booking is unassigned and no longer held for the booking, but the booking remains in your system for future reference.
How do I void a booking from the booking invoice?
Back to topTo remove bookings without live transactions applied, you can update the booking status to Void.
- Pull up the booking you wish to remove.
- Click on the booking status button to reveal a dropdown menu of statuses.
- Choose the Void status.
- Click Update to confirm the change.
The booking is purged from the system within 30 days and is no longer searchable in the future.
Important!
|
In the following article in this series, we view transaction details.
< Refunding payments from booking invoices | Viewing transaction details from booking invoices >