Envibe: How to raise a an invoice in Bookings

Envibe: How to raise a an invoice in Bookings

Question

How do I raise a single invoice in Bookings


Answer

Pre-configured designs are available in the BOOKINGS module to allow users to raise invoices and send these directly to their customers.Invoices in Envibe can be raised for the entire booking, or in partial-payment instalments.

To Raise an Invoice:

  1. 1. Launch BOOKINGS.

  1. 2. Click FUNCTIONS.  

  1. 3. Use the search bar to find the applicable booking.

  1. 4. Select the applicable booking and click Open.

  2. 5. In the Bookings Overview, click INVOICE 



  6. 6. Select the allocations to be invoiced and click ACCEPT.



  10. 7. Click on the NOTES tile to add any additional information.




  14. 8. Click CREATE INVOICE. NOTE: A different debtor for the invoice can be specified by clicking the INVOICE TO tile and selecting a different contact.




  18. Once the invoice is raised, the user can save, email, or print the template to provide to the customer

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