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🔰 Quote, Issue & Send Invoices

This article explains every step, starting with adding charges to a booking and finishing with sending the invoice to the customer.

Laura avatar
Written by Laura
Updated over 2 months ago

Overview

When you’re working on a individual booking and need to add charges, issue a draft invoice and ultimately send an invoice to a client → Use the Quote & Invoice a Booking section.

When you have an individual booking open and want to bill the guest for any services or fees already attached to that booking, follow the steps below. Click each topic for full instructions.

Step

What you do

Link to article

Add Charges

Include billiable items such as electricity or cleaning

Issue a Draft Invoice

Lock the invoice so no further edits are possible

Send to Customer

Send the invoice by email

Once you complete these steps, the invoice moves from draft to issued and is sent to the customer, ready for payment.


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