Invoicing Report

This report is used for statistical purposes as well as to locate a booking for editing.

Step

Action

Select Reports | Invoicing from the upper Menu bar.

Fill out the required filter fields as follows:

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Invoice Number – Enter the invoice number if know. This will override any other filter entered.

Ref Number – Enter the booking or reservation ref number to include only those invoices belonging to that reservation.

To – Select from a list of registered users, agents or casual users so that the report will only include those invoices sent to that selected recipient.

Issued By – When an invoice is created, the ID of the user who created the invoice is recorded. This select box contains all your user accounts and will limit the report to include only those invoices raised by the selected user id.

Invoice Date On or After – Self Explanatory.

Invoice Date On or Before – Self Explanatory.

Unpaid Invoices Only – If selected, will include only those invoice with an outstanding balance.

Report Order – Select your preferred sort order i.e. order the report by Invoice Number or Company name.

Click the Search button to run the report and the results will be displayed below.

To view or edit an invoice, click on the invoice number of the required invoice in the list of results.

To view or edit a booking associated with this invoice, click on the ref number of the required invoice in the list of results.