There are multiple easy ways to create an invoice.
From your calendar:
- Click on the booking, then select Invoice.
- You can choose to add to a Selected Invoice or Create New Invoice.
- The next page will allow you to edit the invoice, select any add-ons, choose your online payment options, etc.
- Once this is done click Create at the bottom. Once your invoice is created, you have the option to send it through email, print, or send a direct link to the online payment page.
From the Bookings tab (in the left-hand slide-out menu):
- From the Bookings page, you will see a list of all bookings within your facility.
- Select all the bookings you want to add to an invoice.
- You have the option to search for a group/customer, filter out dates and time, filter out customers with No Invoice, etc.
- There are 3 options for invoices: You can create a new invoice, mass invoice, or add to an existing invoice.
- New Invoice: Select the bookings for a specific group/customer,
- Click the +Invoice dropdown in the upper right corner and select +New Invoice.
- Mass Invoice: Select bookings for multiple groups/customers and click the +Invoice dropdown in the upper right corner and select +Mass Invoice. This will create multiple invoices, one invoice for each group/customer.
- Add to an Existing Invoice: Select bookings for one group/customer and click the +Invoice dropdown in the upper right corner and select +Add to Existing. This will pop up a list of existing invoices for that group/customer. Choose one and click Add to Selected Invoice.
From the Customer Profile:
- Navigate to the Customer Profile by clicking on the group name in your calendar bookings, or through the Customers tab in your slide-out menu.
- Create a new Invoice from the bookings tab similar to the process above.