Invoice a booking at check-out

Check a booking out to issue its final invoice, built from logged dives, rentals, courses and shop sales, with the deposit credited.

In the app

Bookings

Who

Owners, admins and front desk

DiveHQ issues one invoice per booking when you check it out. There is no separate step to create it.

1. 1

   Finish the logging first

   Make sure every dive is logged on the boat roster and any shop sales are on the booking. The invoice bills what the boat logged, not what was planned.

2. 2

   Check the booking out

   Open the booking and press Check out and invoice. The dialog shows the number the invoice will take.

3. 3

   Confirm the number

   If your centre allows it under Settings, Numbering, you can type your own in Invoice number. Leave it blank to take the next number in the series. Press Check out and invoice.

4. 4

   Open the invoice

   The booking now shows the invoice and its balance. Press Take payment or Open invoice to open it.

5. 5

   Adjust lines if needed

   Press Lines to remove a line, or choose Add a line from the More actions menu for something the plan missed. Totals are recalculated as you go.

6. 6

   Save or print a PDF

   Press Generate PDF, then Download to save it or Save to this record to keep a copy on the invoice. Print is in the More actions menu.