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Viewing the booking index booklet of invoices

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Reports > Booking Index > View Booklet
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.

 

Products

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 take a look at how to view and navigate the Booking Index Booklet.

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

New to the Booking Index? Be sure to start with the first article in this series: Booking Index: Introduction!

 

Viewing the booklet

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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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