Feature updated 12th March 2024
Invoice numbers are generated automatically when a reservation transitions to the confirmed stage.
Here we have a provisional booking - but no invoice number - this is because provisional bookings often don't happen:
Next, we progress to the confirmed stage (sometimes but not always accompanied by payment)
The system automatically assigns a sequential, unique and unchanging Invoice Number to the reservation:
Please note - we also assign a date for when it was converted to an invoice (assigned an ID).
Invoice Sequencing
The system assigns IDs in the following, sequential format
INV-YYYYNNNNN
where YYYY = current year
NNNNN = a five-digit sequential number
Dealing with change
What happens if you make a mistake and then go back to provisional?
the Invoice number remains - it can't be unassigned once assigned.
What happens if you cancel a booking?
the Invoice number remains - it can't be unassigned once assigned.
When an invoice number is assigned to a reservation the invoice number will now appear at the top of the Reservation Detail Panel
You can also see invoice numbers in the Reservation List Panel by selecting that column in the column config:
See Also