How do I make amendments to an invoice AFTER a booking has been checked out?

Once a booking has been checked out the invoice is finalised and therefore no further editing is possible. However if there is a situation where an item needs to be added to or deleted from the account after it has been checked out there is a way to return the booking's status back to allow you to make such changes.

1. From the Main Menu click on the Grid tab along the top.

2.Click on the booking in question and choose Yes Please to the edit message.

3. You should be now on the booking record that needs changing. As you know if the booking is checked out no further additions can be made to that account. To change the booking status back to checked in click on the booking list button in the bottom left hand corner.

4.On this list you should be able to see the booking at the bottom of the screen indicated by a small black line to the left. If you click into the status column it should reveal a dropdown menu. Click onto checked in to change the status back. Then click on the name on the booking to return you to the booking record.

5. Once you are back on the booking record you are free to make any financial changes to update the invoice before clicking the Check Out button

NB Changing the status of a booking on the booking list should only be used in circumatances such as this. Please use the check/in out buttons whenever possible as there are special built in scripts which automate web updates as well as auto-generating charges.