You are able to view, download and send a pro forma invoice via email to the guest, directly from the Booking Details on NightsBridge.
We recommend providing guests with pro forma invoices until the day of departure.
Unlike a final invoice (Tax Invoice), a pro forma invoice allows for billing changes and does not have VAT implications should you are VAT registered.
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 'View Invoice'
Click 'View Invoice' next to 'Pro Forma'.
Once you've clicked on 'View Invoice' next to the word 'Pro Forma' a pop-up will display so you can send, print or download the pro forma.
Email, print or download the proforma
You will now see the invoice preview displayed
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 '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'.
- Click 'Print'.
- Your printers dialog box will open.
- 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.
