How do I produce a hire booking invoice?
From Catalyst
Summary
This article explains how to print a Hire Booking Invoice for a customer.
More Information
Go to " Booking and Hire Add or Edit Customer Bookings".
- Enter a date range to cover the period of the booking or click "Search" to view all current bookings.
- You may click [Advanced] to search for bookings for a specific customer, hire item or status.
- Select the booking and click [Edit].
 | Make sure all required hire items are on the booking form before choosing to print the invoice. |
- Under the "Booking" section, to the right of your screen, click [Invoice].
- If prompted, enter your "Employee Code" or "Password" and click [OK].
- The invoice text will display the booking details and the items on hire.
 | The standard text can be configured per hire item type. |
- Click [Next].
The invoice details are summarised on the right of the screen.
- Click [Print] to produce the invoice.
- Check the details are correct. If you require an additional copy, click [Reprint].
- Click [Accept] to save the invoice.
You will be returned to the customer booking.
- The "Booking document" details, in the middle of the screen, will display the "Invoice No".
Click [Done] or [Exit].
Please see How do I take a payment for a hire invoice?.
See also
- How do I deal with a customer booking enquiry?
- How do I process a customer booking?
- How do I customise text on my booking and security invoices?
- How do I take a deposit for a customer booking?
- How do I print a hire agreement document?
- How do I take a payment for a hire invoice?.
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