Understanding invoices
Nabooki automatically generates an invoice for every booking. This article explains what invoices are, how they work, and what you can do with them.
How it works
An invoice is a payment record linked to a booking. It shows the charges, any payments already made, and any outstanding balance.
Invoices are generated automatically β you don't need to create them manually. They appear on the booking ticket for both prepaid bookings and bookings where payment is still outstanding.
To access an invoice, open the relevant booking from your Calendar and click View Invoice on the booking ticket.
What you can do on invoices
The icon menu on the invoice, allows you to Email, Download, Print, Preview or Edit the invoice.
Download invoice
You can save a copy of any invoice as a PDF. On the View Invoice screen, click Download Invoice and save the file to your device.
Edit invoice
If you need to update invoice details, click Edit Invoice on the View Invoice screen, make your changes, and click Save.
β οΈ Warning: You cannot set a total or unit price lower than the amount already prepaid on a booking.
Email invoice
You can send an invoice directly to your customer as a PDF attachment. Click Email Invoice on the View Invoice screen. The email form will open with details pre-filled β you can add a custom message and include up to three recipient email addresses before clicking Send.
π‘Tip: If you have a payment gateway enabled, an Include Pay Online button will appear in the email. This lets your customer complete their outstanding payment directly from the email.
Print invoice
Click Print Invoice on the View Invoice screen to open your device's standard print dialog. Select your printer and settings, then print.