How to create a new invoice within a reservation

Click on <b>"Calendar"</b><br>

Click on <b>"the reservation"</b> in which you wish to create an invoice<br>

On the Toolbox, click on the <b>"reservation number" </b>to enter the reservation page<br>

On the top section of the reservation page, click on <b>"Quick Invoice"</b><span class=""></span>

Under <b>"Address" </b>the system will automatically fill in the information with that of the client profile<br><br><b>Note:</b> you can add additional information if you wish<span class=""></span>

Under <b>"Comment"</b> you can add an internal comment to the invoice - this will not appear on the invoice given to the client<span class="component"></span>

By default, the <b>"Date"</b> will be set to today's date <br><br><b>Note:</b> depending on the invoice settings on the account, you may be able to modify the date of the invoice<br>

By default, the <b>"Number"</b> will be set to "Auto" which means it will continue the sequence in the system<br><br><b>Note:</b> to ensure the sequence is consistent, we do not recommend manually entering invoice numbers<span class=""></span>

By default, the <b>"Close"</b> option is selected which means the invoice created will be closed<br><br><b>Note:</b> you can only add payments to closed invoices. If you know you will add additional items in the future, untick the option and leave the invoice open<span class=""></span>

Depending on your settings, the <b>"Print"</b> option may be selected by default. When this option is selected, once the invoice is created an additional tab will open with the PDF of the invoice<span class=""> ready to print<br></span>

Click on <b>"Create Invoice"</b><span class=""></span>

As you can see, the invoice has been created successfully<br><br><b>Note:</b> this is the default invoice layout in the system. For any changes you may need to make please contact <b>support@base7booking.com</b><span class=""></span>

On the reservation you will find the invoice and all its information in the <b>"Invoices"</b> section<span class="component"></span>

To make any modifications to the invoice, click on <b>"Edit"</b><span class=""></span>

To view the PDF of the invoice, click on the <b>"PDF icon"</b><span class="component"></span>

Once the invoice is created you can see that the status of the reservation is now set to <b>"Invoiced"<br><br></b>That's it. You're done!<span class=""></span>

 

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