NightsBridge provides the ability to view, download and send an invoice via email to your guest, directly from the Booking Details.
We recommend sending invoices on the day of departure. If you are VAT registered, this ensures you will only pay VAT after providing the service and receiving payment.
Open the booking and account
Access the booking for the invoice you would like to send.
You can do this by finding the booking on your Calendar or searching for the NightsBridge booking ID (NBID).
Click on the booking to open the Booking Details.
Click View Account.
Click on 'Final Invoice'
Once you've clicked on 'Final Invoice' a confirmation pop-up message will display.
Click on 'Continue' to confirm your action
Select to email, print or download the invoice
You will now see the Invoice Preview displayed and are able to select one of the below options.
To email the invoice:
- Add the receivers email address.
- Click 'Send Email'.
Please note that you can only send an invoice via email if you use PDF invoices. You will need to make sure your preferences are set to PDF if you do not see the option to do this. You can search for 'How to set your preference to generate invoices, pro formas and credit notes' on our tutorials if you need to change your preference to a PDF invoice.
If you want to keep track of these emails, you can select the box saying 'Send me a copy'. You can also send this email to more than one email address by using commas (,) in-between each email address.
To print the invoice:
• Click on 'Print'. Your printers dialog box will open.
To download the invoice:
• Click on 'Download'. A PDF version of the invoice will be downloaded.
If you use PayBridge 3D, PayBridge (excluding PayBridge Lite), iVeri or Adumo, a credit card payment link will be provided on both the proforma and invoice PDF documents.
If the deposit payment option is set to:
- 'Credit Card Only' - Both the credit card payment link and banking details are provided on the PDF document.
- 'EFT only' - only banking details will be provided on the PDF document.
- 'Both (Credit Cards & Bank/EFT)' - Both the credit card payment link and banking details are provided on the PDF document.
- 'No Money' - neither the banking details, nor the credit card payment link will be provided on the PDF document.
Condition:
Please note that the 'Pay Now' link will only display if the 'Invoice to' client has both an email address and phone number saved in the client details.
Have details on your booking changed?
If booking details change after a final invoice has been generated, you may need to create a new invoice.
NightsBridge automatically creates a credit note to counter the original invoice.
If you need guidance on reopening an account, follow the steps in this tutorial.
To generate a new invoice, you can follow the steps above.
If you need guidance on generating a credit note, follow these steps.