BridgeIT Tutorials

How to set your preference for generating invoices, pro formas and credit notes

You can choose to produce your credit notes, pro formas and final invoices as PDF documents (using NightsBridge online invoicing tools) or as Excel spreadsheets.
Once you have set your preferences, the format will be applied to the invoices you generate.

You are able to access the preferences section from your calendar.

Go to Preferences

  1. Click Tools on the menu.
  2. Select Preferences from the drop-down menu.

Choose the preferred format

In Invoice/ Pro Forma/ Credit note Template options:

  1. Click:
    • PDF Invoice if you want to use the online invoicing feature to generate invoices.
    • Excel Invoice if you want your invoices to be generated in an Excel spreadsheet format.
  2. Click to Save.
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