Overview
Creating an invoice for a booking is a critical process in marina management, ensuring accuracy in financial transactions and promoting transparency with boaters. This guide will walk you through the steps to efficiently create and export invoices from a single booking.
Step 1: Select a Booking or a Request
As a first step, we need to select the booking or request we want to create an invoice for.
One way to access booking requests is also through the customer Profile:
💡 Of course, you can also access the requests or bookings by clicking on 'Requests' or 'Bookings' on the left side menu.
Once on the booking page, click on 'Process Charges' to get to the financial overview of the booking:
Step 2: Prepare Charges for Invoicing
In this step, verify that all charges related to the booking have been accurately recorded.
These may include berth fees, utility charges, and any additional services utilized by the boater.
💡 If a certain charge is missing, simply add it by clicking on the 'Add Charge' button on the top right:
Step 3: Add Charges to an Invoice
Now let's add all charges to the invoice we want to issue.
For that, please select the 'Not Invoiced' section in the upper bar:
Once navigated here, you can simply click on the top left checkbox to select all charges in one step:
💡 Of course, you can also Invoice single charges. For that, simply select the ones you want to invoice.
Once selected, now click on 'Add to Invoice'.
On the right side, a final overview of the invoice will open, with the default choice of 'Draft'.
As we already made sure all expenses are added, and there won't be any additional charges around this booking in the future, let's now select 'Issued':
💡 Remember, once an invoice is issued, it cannot be modified. Please ensure all details are correct before finalizing.
Finally, click on 'Create Invoice' to finalize the process:
Step 5: Manage and Export Invoices
To export the invoice, we just created, let us click on the 'Invoices' button on the left side menu:
Here we find all invoices, sorted by issue date.
To see the invoice we just created, simply select the one on top of the list to see the details and export it as a PDF file:
Now you can find the option to export the invoice in the top right corner.
Step 6: Export Invoices in Batches
Back at 'All Invoices', you can export invoices using the dropdown menu on the top-right of the tab.
Export formats available include XLS, CSV and PDF, facilitating easy integration with your accounting systems or for detailed analysis:
🙌 Need more help? Get in touch with our Support Team by using the Messenger Icon on the bottom right.