Every accommodation business handles their billing a little differently! Whether you want a quick, professional PDF ready to send to your guests, or you manage a premium boutique property and prefer using an Excel spreadsheet to make custom financial adjustments, your NightsBridge system is built to work the way you do.
Once you pick your favourite format, the system will automatically apply it to all the future invoices, pro formas, and credit notes you generate. Here is exactly how to set it up:
Step 1: Open your Preferences
Simply click on 'Tools' at the top of your calendar screen, and select 'Preferences' from the drop-down menu.
Step 2: Choose your favourite format
Look for the section called 'Invoice/ Pro Forma/ Credit note Template options'.
Here you can simply select your preferred choice:
- PDF Invoice: Choose this if you want to use our built-in online invoicing tool to create neat, professional documents that are ready to share.
- Excel Invoice: Choose this if you prefer to have your invoices generated as spreadsheets so you have the flexibility to make your own manual adjustments.
Step 3: Save your changes
Simply click 'Save' to lock your choice in. From now on, all your billing documents will automatically generate in your chosen format!