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Viewing invoice booklets from the Booking Index

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.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Reports > Booking Index > View Booklet

What more do I need to use this feature?

  • Admin or restricted permissions to View all reports or the Booking Index.

Which Checkfront version supports this feature - Classic Items, Classic Products, or both?

  • The Booking Index is available to both those using classic items (Inventory > Items), a key feature of our Classic Items version of Checkfront, and those using classic products (Inventory > Products), a key feature of our Classic Products version of Checkfront.

 

Viewing invoice booklets

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Booking Index View Booklet

The 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.

 

Booklet Cover

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

 

View Open 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.

 

Note

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 >

 

 

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