Sometimes you might want to partly invoice an outstanding amount. It's easy to create an advance invoice for a booking.
Open the booking you wish to invoice (by clicking on the magnifying glass) and follow the steps below.
1/Go to the administration part of the booking screen and click on the button on the right called 'EDIT INVOICE'
2/Here you can edit all content of the invoice, but in this case we will make an advance invoice by clicking on the button called 'Generate advance'
3/ A new pop up screen opens
Here you will see all details of the bill. Most content is generated automatically.
You still need to fill in these fields:
- Step 1: mark 1 st or 2 nd advance
- Step 2: Fill in the percentage of the total amount you wish to invoice
- Step 3: Fill in the due date of the document if needed.
- Step 4: Click Save and close.
4/The pop-up with the invoice will now appear. Here you can choose to print the document.
5/The invoice is stored in the booking screen (magnifying glass) under invoices. Here you can mail it directly to your contact. And the document is also listed under administration / invoices.