How to close an open invoice

The first step is to open <span class=""><i><b>Base7</b></i></span> and click <span class=""><i><b>Calendar</b></i></span>

Click on the <b><i>reservation</i></b>

Click on the <b><i>reservation number</i></b>

When an invoice is <b><i>open</i></b>, the PDF logo will be displayed in black and white

Click on the <b><i>Modify </i></b>icon

Click <span class=""><i><b> Close </b></i></span>

As you can see the PDF logo is now colorized, which means the invoice is <b><i>closed</i></b>

Back on the reservation, the invoice is displayed as closed.<br>That's it. You're done!

When an invoice is&nbsp;<b><i>closed</i></b>, the PDF logo will be displayed in color<br>

Click on the&nbsp;<b><i>Modify&nbsp;</i></b><i></i>icon<span class=""><i><b></b></i></span>

Click <span class=""><i><b> Open </b></i></span>

As you can see the PDF logo is now in black and white, which means the invoice is&nbsp;<b><i>open</i></b><br>

Back on the reservation, the invoice is displayed as open.<br>That's it. You're done!<br>

Click on the <b><i>Modify</i></b> icon

Here you can add a <b><i>general comment</i></b>, which will only be displayed internally

Click <span class=""><i><b> Save </b></i></span>

That's it. You're done!

Make sure that the invoice is <b><i>open</i></b>.<br>If it isn't, have a look at the tutorial "How to close an open invoice?"

Click on the <b><i>item </i></b>you wish to add a comment to

Click <span class="component"><i><b>Edit</b></i></span>

You can add a <b><i>Comment </i></b>to this item.<br>Tick <b><i>Show on invoice</i></b> if you wish to display this comment on the invoice.

Click <span class=""><i><b>Save</b></i></span>

Make sure the invoice(s) in the reservation are <b><i>open</i></b>.<br>If they aren't, have a look at the tutorial "How to re-open a closed invoice?"

Click&nbsp;<span><i><b>Add to Invoice</b></i></span>

Click <span class=""><i><b> Reservation Invoices</b></i></span>

The open invoices for this reservation will be displayed.<br><b><i>Click </i></b>on the one you wish to select.

Tick the item you wish to add to this invoice

Click <span class="component"><i><b>OK</b></i></span>

As you can see the amount of the item has been added to the selected invoice.

And it has been updated in the reservation.<br>That's it. You're done!

Make sure that the invoice for this reservation is <b><i>open</i></b>.<br>If not, have a look at the tutorial "How to re-open a closed invoice?"

Click on the <b><i>Modify </i></b>icon

Click on the <b><i>item </i></b>you wish to rename

Click <span class=""><i><b>Edit</b></i></span>

Edit the <b><i>text</i></b>

Click <span class=""><i><b>Save</b></i></span>

And the name of the item has been modified.<br>That's it. You're done!

Click <span class=""><i><b> Add to Invoice </b></i></span>

Click <span class=""><i><b> Reservation Invoices&nbsp;</b></i>or search for the invoice using its ID number</span>

<b><i>Click </i></b>on the invoice to select it

Tick the corresponding <b><i>payment</i></b>

Click <span class="component"><i><b>OK</b></i></span>

As you can see, the <b><i>payment </i></b>has been added to the invoice.<br>That's it. You're done!

Make sure that the invoice in the reservation is <b><i>open</i></b>.<br>If not, have a look at the tutorial "How to re-open a closed invoice?"

Click on the <b><i>Modify </i></b>icon

Click on the <b><i>item </i></b>you wish to remove from the invoice

Click <span class=""><i><b>Delete</b></i></span>

Click <span class=""><i><b>Yes&nbsp;</b></i>to confirm</span>

As you can see, the <b><i>item </i></b>has been removed from the invoice.<br>That's it. You're done!<br>

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