Booking & Invoices

Booking & Invoice details are recorded through the same window. You can enter a new booking and later change it over to an invoice, or you can enter a new invoice immediately.

Most of the data entry for bookings and invoices are the same, but the the key difference is that a booking does not allow you to record Actual dates and times, only Estimated dates and times.

When the customer returns or is finished with the item/s, the Actual Date To should be completed.

How to add a new booking or invoice

From the Main Menu, click Bookings & Invoices to open the Sales window. The Sales window is similar to the Customers window and allows you to select an existing customer, or setup a new customer on the spot.
Select the customer from the Find Customer box, or click the New Customer button if the customer has not been previously set up.
Click the New Booking or New Invoice button as required. If this is an advanced booking and you are not charging out the item/s to the customer immediately then you should choose New Booking.
Enter the Estimated Date/Time FROM and Estimated Date/Time TO.
Select the Staff Member who has taken this Booking (if you are tracking Staff).
Select the item to book from the Item column. To do this, on the row of the grid, click the button in the Item column, or begin typing the item description. Select the item from the list.
Note: You will be prompted if the item is double-booked. This will open the availability window and allow you to select an alternative item.
Ensure that the Qty is correct by reviewing the Time Span (Estimated) and check that the $ Each, $ Total, and Tax fields are correct.

Receiving Deposits and Payments

Click here for information on receiving deposits and payments.

Previewing or Printing the Invoice

Click the Print button to print the invoice out immediately, or click the drop-down arrow next to the Print button, then click Preview Invoice.

Save & Close the Invoice

Click Save & Close when completed. The Sales window will show the full history of invoices to the customer, with the latest invoice shown first.

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