Invoices and Documents

Invoices

Every invoice raised against this booking.

• Issued is the date it was raised.
• Invoice # is its number.
• Type is Proforma or a full invoice. A proforma is a request for payment, not a tax document.
• Status is where it has got to.
• Due Date, Total, Paid and Balance Due track the money.

Click New Invoice to raise one, for example when a customer asks for a proper invoice after paying a proforma.

Documents

Everything attached to the booking.

• Category is the kind of document, such as Contract.
• Document is the file, with its size.
• For says what it belongs to.
• Status is usually Issued.
• Date is when it was created.

Most documents appear on their own. A contract is generated when a booking is confirmed, and vouchers are issued automatically.

Click Upload document to attach something yourself, such as a signed waiver or a supplier confirmation that arrived by email.