How To create an advance invoice

ADVANCE INVOICE

 

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.

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