Learn how to edit the invoice policy Customers see when booking.
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 > Policy
What more do I need to use this feature?
- Admin permissions to manage your account.
Which Checkfront version supports this feature - classic, new or both?
- The Invoice Policy 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.
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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. |
Editing your invoice policy
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To change the general policy associated with bookings...
- Select Layout from the Manage menu at the top of the page.
- Go to the Invoice tab.
- Scroll down the page to the Policy and edit the text or HTML (<>) as required.
- Remember to Save your changes!
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Important! Any changes made to your policy, update all past invoices and apply to future invoices. If your old policy continues to apply to previous invoices, add your new policy to the existing message and specify the dates each policy applies. |
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Learn more about Booking Details and the Booking Invoice here: |