How to invoice a reservation on a corporate account

19 STEPS

 

1 The first step is to open Calendar - base7 and click on a reservation

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2 Click the reservation number

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3 Click Quick Invoice

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4 Click Invoice to account

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5 As this client is already linked to an account, the account address will now appear here. 

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6 The client has to be added to an account first before you can do this. To add a client to an account, click ClientsClick Clients

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7 Click Accounts

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8 Click Search for an account...

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9 Type Search for an account...

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10 Click Nottingham Forest

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11 Scroll down and click Clients

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12 Scroll up and click Search for a client...

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13 Type Search for a client... and Press Enter

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14 Click DAWSON Michael

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15 Click Account

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16 Select Nottingham Forest

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17 Click Save

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18 With your mouse, hover Save

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19 That's it. You're done.

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1566440/How-to-invoice-a-reservation-on-a-corporate-account

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