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Managing the policy within the Booking Invoice layout

Learn how to add a policy to your invoice, including requiring policy acceptance and creating multiple policies.

New to the Booking Invoice Layout? You can read the first article in this series for an introduction to the Booking Invoice Layout.

 

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.


Where can I find this feature using the top menu?

Manage > Layout > Invoice

What more do I need to use this feature?

  • Admin permissions to manage accounts.

Which Checkfront version supports this feature - classic, new or both?

  • The Invoice 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 ✨

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.

 

Booking Invoice Policy Overview

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You can add cancellation, deposit, or other booking policies to the Policy section. These are displayed to the Guest during the booking process before payment and on the invoice once generated.

 

Requiring the policy

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Layout Invoice Policy

You can enable the checkbox labelled Require this policy to be accepted to proceed with booking (checkbox). This option adds a checkbox to the booking page, which the Guest must check to acknowledge that they have read and agreed to the booking policy.

 

Invoice Log

When a Guest agrees to the required policy and after the booking completes, a TOS AGREED line entry is added to the booking's Log tab, including the date, time, IP address, and location.

 

How to Create Multiple Booking Policies (Video)

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Booking Policy and Issuing Refunds for Cancelled Bookings (Video)

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< Managing Booking Invoice layout options |

 

 

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