To invoice your customer, open the booking:
Navigate → Bookings → Search Bookings
You can search for the booking using using booking number and the Search by ID tab.
Under Financial click Edit and New Transaction.
Enter the invoice amount and the due date, the Invoice Wizard can help you here. The wizard can set your invoice amount as a percentage of the total or the entire outstanding balance and will help you choose a due date.
Click Save and Done
If you have a specific message for this customer, enter it within the Invoice & Intranet Message area , this message will appear on invoices and on the customer intranet for this booking.
You can now either:
1 – Download the invoice PDF and email to the customer. Click to the left of Financial save this to your computer and email to the customer. Your standard invoice text and logo as set in RoomBoss will appear on the invoice. To edit these see PDF Invoices.
2 – Send your customer the customer intranet link for this booking. Cut and paste the link, which will appear in blue under the Invoice & Intranet Message area, into an email to your customer. Via the link your customer will be able to: