Learn how to view invoice booklets 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 entire series of articles, accessed at the side and bottom of this page, to learn more about the Booking Index.
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.
*Report exports are not available with the Starter plan.
Where can I find this feature using the top menu?
Reports > Booking Index > View Booklet
What more do I need to use this feature?
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Admin or restricted permissions to View all reports or the Booking Index.
Which Checkfront version supports this feature - classic, new or both?
- The Booking Index 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. |
Viewing invoice booklets
Back to topThe Booking Index Booklet is a compilation of all the invoices related to the Booking Index records considering the filters you have in place. The Booking Index Booklet allows you or your Staff to view invoices for a group of select bookings without having to drill down into each booking independently.
Access the Booking Index Booklet from the View Booklet icon at the top-right of the page.
Hover and click on either the top or bottom-right corner (or use the right arrow key on your keyboard) to open the Booking Index Booklet
Browse back and forth through the Booking Index Booklet by hovering and clicking on the corners or using the arrow keys on your keyboard.
Click Return to Report to close this view and return to the Booking Index page.
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The Booking Index Booklet displays invoices in the order the bookings were created rather than the sort order specified in the Booking Index. A more flexible option would be to Export the Booking Index to a third-party program, such as Microsoft Excel, to sort, view, and print. |
< Importing and exporting the Booking Index | Accessing select invoices from the Booking Index >