Invoices
This collection explains quoting and invoicing for a booking and for multiple clients.
Overview | Manage Invoices
This overview shows you how to create, draft, issue, edit and send invoices.
🔰 Quote, Issue & Send InvoicesThis article explains every step, starting with adding charges to a booking and finishing with sending the invoice to the customer.
🧾 Organise, Export & Change Invoices SettingsThis article shows you how to work with several invoices at the same time, find & export them for your accounts.
For a Booking | Quote, Issue & Send Invoices
This section covers all the steps to add charges and send an invoice when working from a booking.
🧾 How to Add Charges to an InvoiceThis article shows you how to select billable items to create an Invoice.
✅ How to Convert a Draft into an Issued InvoiceThis article shows you how to issue a draft invoice.
📧 How to Send an Invoice to the CustomerThis article shows you how to send completed invoices to customers via email.
Across Multiple Clients | Organise, Export & Change Invoices Settings
This section helps marina staff stay on top of invoices across all clients.
🗂️ How to Find Your Invoices from the DashboardThis article shows you how to find invoices from multiple clients.
✏️ How to Edit and Update Invoice DetailsThis article shows you how to correct invoice details, so your records stay accurate.
💾 How to Download Invoices for Your Accounting SystemThis article shows you how to get your invoices in the format you need.