Adding Sales Invoices and Sales Credits

Adding Sales Invoices

Sometimes, instead of using the system's automatically generated invoices, you may need to add an invoice yourself. This will most likely be if you have the billing frequency set to 'Manual', but there may be other times when this is necessary too. The video on the left demonstrates how to add a sales invoice on the 'Sales Invoices' tab of a booking.

Please note that this video tutorial is solely for sales invoices - to find out how to add Sales Credits please view the video below.

It is also worth noting that it is not recommended to manually add lots of invoices unless the booking's billing frequency is set to 'Manual'. The system is designed to automatically generate correct invoices for each booking, so it should not normally be necessary to add invoices manually. 

Adding Sales Credits

Sales Credits are ways of returning money to a customer. These are generated automatically by the system in many cases - usually when a change is made to a booking that has already had its invoices posted. 

Again, it is not usually necessary or recommended to add sales credits, as it is usually better to leave the system to add them automatically. However, in some situations (for example when billing frequency is set to 'Manual'), you may need to add one yourself.