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 Details
Click on the booking to open the Booking Details.
Click on the 'View Account' button
Click on the 'View Account' button within the Account panel.
The Account Summary will display.
Did a pop-up appear?
Once 'View Account' was clicked, did a pop-up message appear asking whether you would like to general the invoice?
Accounts settled in full
When the account is paid (in full) a pop-up will appear asking whether you would like to generate the invoice.
Click 'Yes' to generate and display the invoice.
Email, print or download the invoice
Select one of the below options:
- Download
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.
- Click 'Print'.
- Your printers dialog box will open.
- Click on 'Download'.
- A PDF version of the invoice will be downloaded.
Click 'Email' to open the email dialog box
- Add the recipient(s) email address(s) - You can add multiple recipients by separating each email address with a comma (,).
- If you would like to send yourself a copy, tick the 'Send me a copy' box.
- Click 'Send Email'.
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' - Only the credit card payment link 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 the booking changed?
If booking details change after a final invoice has been generated, these changes can be implemented on NightsBridge.
Once an account is reopend, NightsBridge will automatically create 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, simply follow the steps above.
If you need guidance on generating a credit note, follow these steps.
Click on 'Final Invoice'
Click the 'Final Invoice' button.
Confirm that you want to generate the final invoice and close the account
Click 'Continue'.
Email, print or download the invoice
Select one of the below options:
- Download
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.
- Click 'Print'.
- Your printers dialog box will open.
- Click on 'Download'.
- A PDF version of the invoice will be downloaded.
Click 'Email' to open the email dialog box
- Add the recipient(s) email address(s) - You can add multiple recipients by separating each email address with a comma (,).
- If you would like to send yourself a copy, tick the 'Send me a copy' box.
- Click 'Send Email'.
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 the booking changed?
If booking details change after a final invoice has been generated, these changes can be implemented on NightsBridge.
Once an account is reopend, NightsBridge will automatically create 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, simply follow the steps above.
If you need guidance on generating a credit note, follow these steps.