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 shows how to add charges and create an invoice.
Step 1: Go to Requests or Bookings
In the left hand menu labeled Dashboard, expand Reservations and choose Requests (pending) or Bookings (reserved).
Step 2: Select the Booking or Request
Find the record you need. You can search by customer name, boat name, or arrival date, or use filters such as customer type or language.
Click the arrow on the right side of the row to open it.
👀 Once you select the booking you want to invoice charges, you’ll be taken to a page that looks like this
Step 3: Open the billing panel
In the top right corner of the booking, click the arrow beside Request Payment and choose Add Charge. The billing panel appears.
Step 4: Add each charge
Complete the required fields in the billing panel, fill in Service or Item, Unit Type (for example per hour or per day), Quantity, and Price.
Click Create.
Repeat until every extra charge is listed.
Step 5: Open Not Invoiced
Return to the booking screen and open the Not Invoiced tab to view all charges waiting to be billed.
Step 6: Select the charges & Add to invoice
Tick individual rows or click Item to select all. Click Add to Invoice. A side panel opens.
Step 7: Review and Confirm
Check each detail. When everything is correct, click Create Invoice.
The invoice is saved as a draft. You can find it later under Billing, then Invoices.
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