Whether you've had to make an adjustment to a guest's billing or cancel an invoice, generating a credit note document in NightsBridge is straightforward. When you cancel an invoice after reopening an account, the system automatically creates a credit note for you.
Here is a simple, step-by-step guide to generating and viewing your credit note document:
Step 1: Access the account
Navigate to the booking, look under the Account heading, and click View Account.
Step 2: Reopen the account
Click Open Account.
Confirm your choice by clicking Open Account again on the confirmation pop-up box.
Step 3: Find the credit note in Transactions
Click the edit client button.
Then select Transactions. Here, you will see your credit note listed.
What to look for: An automated, system-generated credit note will always have a generic reference line starting with "Reverse Invoice" followed by the original invoice number.
Step 4: View and download your document
- If you use PDF invoicing: Click View next to the credit note to generate the document.
- If you use Excel invoicing: Select the transaction itself to generate the credit note document.
Quick tip: If you don't see the 'View' button, it means your setup is currently using Excel credit notes. You can easily update your preferences if you prefer PDF invoicing. Here is a simple, step-by-step guide:
A quick heads-up on pop-up blockers and manual credit notes
- Allowing pop-ups: If your browser alerts you that a pop-up was blocked while trying to view your document, you can safely allow pop-ups from NightsBridge, as our platform is completely safe to download from.
- Manually added credit notes: If you receive a message stating that the credit note was manually added, it means it isn't associated with an invoice. Because the system doesn't have the necessary data to build the document automatically, you will need to create that document manually.
