How to add items to an existing invoice?

Nathalie Rey

September 27, 2017 13:20

The first step is to open Base7 and click Calendar

Click on the reservation

Click on the reservation number

Click on the Modify icon

You can write a Comment which will only be displayed internally

Click Save

That's it. You're done!

Click on the item you wish to add a comment for

Click Edit

Write the comment in the field. By default, the comment will only be displayed internally.

Tick Show on invoice if you wish to display it on the invoice

Click Save

The comment will be displayed with an eye icon if it is to be visible on the invoice. That's it. You're done!

Make sure the invoice in the reservation is open. If it isn't, have a look at the tutorial "How to re-open a closed invoice?"

Click Add to Invoice

The open invoices for this reservation will be displayed if you click on Reservation Invoices

Click on the one you wish to select

Tick the item(s) you wish to add to this invoice

Click OK

As you can see, the amount of the item has been added to the total amount of the invoice. That's it. You're done!

Click Add to Invoice

Click Reservation Invoices to display open invoices or Search for closed ones with their ID number

Click on the invoice to select it

Tick the corresponding payment

Click OK

As you can see, the amount paid has been added to the invoice. That's it. You're done!

Click on the Modify icon

Click on the item you wish to rename

Click Edit

Edit the text

Click Save

As you can see, the name of the item has been modified. That's it. You're done!

Click on the item you wish to remove from the invoice

Click Delete

Click Yes to confirm

As you can see, the item has been removed from the invoice. That's it. You're done!