Overview
When you are exporting invoices all at once, managing payments, or checking general activity → Use the Invoice Management & Admin Tasks section.
When you need to work with several invoices at the same time, for example searching, filtering, exporting, or reviewing payments, use the steps below. Select any topic to open the full guide.
Step | What you do | Link to article |
Access all invoices | Open Invoices from the main dashboard, then filter by boat, customer, status, or date range | |
Download or export | Select one or more invoices and download them for your accounting records | |
Create standalone invoice | (Coming soon) Create an invoice that is not linked to a booking | Create standalone invoice |
Use this section whenever your task involves reporting, accounting exports, or any activity that is not tied to a single booking.
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