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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