Running a single booking customer invoice

You can invoice a single booking to any Account customer. Ensure the booking is at the 'ready to be invoiced' stage displayed by a green circle icon on the pre-invoicing screen, see Pre-Invoicing for more information.

Instructions

Within topbox navigate to Bookings > Invoicing > Pre-Invoicing.
Locate the booking and click the action menu > Invoice Customer.
- The invoice is now in a DRAFT state indicated by the checked green circle icon.
- From the pop-up see the customers that have a 'bookings have been invoiced' message.
Click View Invoices.
Locate the invoice on the Customer Invoices screen, click the action menu > View Invoice.
Review the downloaded DRAFT invoice PDF and ensure it is correct.
- Important: Invoice changes cannot be made after completion of the next step.
If you are happy with the invoice, click the action menu > Accept Invoice > Confirm.
- Note that you can also bulk accept invoices vis the Bulk Actions drop-down.

Result

An Invoice Number is assigned in the first column of the Customer Invoices screen. Proceed to click the action menu > Email Invoice to send the invoice PDF to the customer.

Emailing invoices

You can email the PDF invoice(s) to the customer from the Customer Invoices or Paid Invoices screen.

To email an individual invoice, click the action menu > Email Invoice.

To email multiple invoices, check the box in the left hand column of all the invoices to be emailed. Then from the Bulk Actions drop-down select Email Invoices.

Emails are sent to the customer's Finance/Accounts email address.

The Last Email column displays a Sent icon, hover your mouse over this to see the date and time the invoice was last emailed.

Rejecting a customer invoice

If you are not happy with the invoice generated, you can reject it, see Rejecting invoices for more information.