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🧾How to Create and Send the Final Invoice

This article shows you how to create the final invoice for a confirmed booking.

Laura avatar
Written by Laura
Updated over 2 months ago

Step

Action

Where

1

Go to the booking you want to invoice

Reservations > Bookings

2

Open the booking details and click Charges & Invoices

Inside the booking sidebar

3

Click Add Charges to select all billable items

Services, utilities, stay, or custom items

4

Once all charges are added, click Create Invoice

This generates a draft invoice

5

Review the invoice, make any adjustments if needed

Click the draft to edit details

6

Click Issue Invoice to confirm it

This locks the invoice

7

Click Send Invoice to email it to the customer

You can customise the message if needed

If you’re looking for a full step-by-step, including quoting, adding charges, and editing invoice details, head over to the main Collection: Quote, Issue & Send Invoices.


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