Envibe: How to re-issue a bookings invoice after adjustments

Envibe: How to re-issue a bookings invoice after adjustments

Question

How can I re-issue an invoice in Bookings after adjustments to the bookings charges have been made?

Answer

Once any adjustments to fees and charges have been made, the amended invoice can be raised for the applicable booking.

To re-issue an invoice:

  1. 1. Launch BOOKINGS

  1. 2. Click FUNCTIONS.

  2. 3. Use the search bar to find the applicable booking
    4. Select the applicable booking and click Open.



  7. 5. In the Bookings Overview, click on the INVOICE tile. 



  1. 6. Select the applicable allocations.




  2. 7. Click ACCEPT.

  3. 8. Click the NOTES tile to add any relevant additional information.

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

  5. 9. Click CREATE INVOICE. 

  6. NOTE: In the process of cancelling, amending and re-issuing an invoice, the cancelled invoice is recorded as Cancelled, and the new invoice is generated with a new invoice number. This ensures there is a full audit history of amendments made.

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