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How do I make adjustments to an invoice?

We've made it easy for you to make changes right on the invoice of each booking; apply discounts, surcharges, and much more!

Updated over a week ago

You can make changes to an invoice on a booking just by clicking on the Invoice tab

When a booking is created, the invoice is created for the person named as the Client on the booking.

  1. To change who an invoice is made out to, click on the Invoice tab, then just click the name to change who the invoice is addressed to.

  2. Using the link at the bottom of the invoice page, you can send the invoice via email or text. (texting through Check Cherry requires a Twilio account and integration)


Here's a helpful video on how to edit an invoice


You can also adjust the package price and taxes directly on the invoice.

To change the package price:

  1. Go to the Invoice tab of the booking

  2. Click the ellipses (...) symbol next to the total for the pacakge

  3. Choose Edit or Choose New Package

  4. Enter the new package price in the Override Price field

To edit the tax rate on a booking:

  1. Click the Invoice tab of the booking

  2. Scroll down to the tax line item and click the ellipses (...) symbol

  3. Enter the new tax rate


How do I add another package or add-on to a booking?

  1. Go to the Invoice tab of the booking

  2. Click the plus sign next to your company logo in the invoice

  3. Choose to add another package or add-on

How do I add a discount code, discount or surcharge to a booking?

  1. Click on the Invoice tab of the booking

  2. Click the plus sign next to your company logo in the invoice

  3. Select Apply Discount Code or Add Pricing Adjustment

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