Accounts are automatically closed whenever a final or tax invoice is generated, although an account can also be closed manually. If you ever need to make billing adjustments before reissuing an invoice, you can quickly and easily reopen the account.
Here is a simple, step-by-step guide to reopening an account:
Step 1: Open the account
- Click directly on the booking to open the Booking Details window.
- Click on View Account.
Step 2: Choose to open the account
Click on the Open Account button.
Step 3: Confirm your action
Click the Open Account button a second time to confirm your choice.
Step 4: Check your status and save
- You will notice that the account status has now updated to 'Uninvoiced' (open).
- Click Save on the Account Summary to secure your changes, which will return you to the Booking Details window.
