Key Benefits
Faster returns processing
Immediate invoicing for all charges
Prevents duplicate billing
Improves cash flow and customer transparency
How to enable this
Go to System Setup
Click "Roles"
Edit the Role you would like to apply this to
Actions
Invoice at Book in
Step-by-Step Guide
Step 1: Go to the Order
Go to Orders > select your order
Select your order where the items are ready to be "Booked In"
Step 2: Review Returned Items
Confirm the items being returned.
Check for any damage, loss, or additional charges.
Mark any applicable charges as “Charge Now”.
Step 3: Create Invoice
Click the “Create Invoice” button directly on the Book In screen.
The system will:
Combine rental and “Charge Now” items into one invoice.
Check for duplicate billing and alert you if any item has already been charged.
Step 4: Review Invoice
Preview the invoice details.
Confirm:
Customer information
Itemized charges
Tax and totals
Step 5: Finalise and Send
Click “Confirm” or “Send Invoice”.
The invoice is now generated and sent to the customer.
Payment tracking begins immediately.