Please note: DO NOT GENERATE AN INVOICE UNLESS YOU ARE READY TO CLOSE THE ACCOUNT.
It's important to understand when you should generate the invoice. If you're VAT registered, make sure that you've checked with your Bookkeeper/Accountant or manager to see what your policies are in terms of invoicing.
If you want to know more about when to generate an invoice, please click here.
Open the NightsBridge calendar (PCBridge)
Click here for a tutorial explaining how to open the NightsBridge calendar (PCBridge).
Open the booking
Click on "View Invoice/Payment details for this booking"
Click on "Generate" next to Invoice
If you Generate an invoice at this point, the account will close and so you will no longer be able to add/remove bookings and extras from the account.
Make sure that you understand when to generate an invoice by clicking here.
When you generate an invoice on NightsBridge, accounting entries will be generated in the background - closing the account to prevent any changes from being made. These accounting entries would be a transaction that gets posted to a Sales Ledger that is maintained per client on NightsBridge.
Confirm generating invoice
The invoice will then open up in Excel.
You will see that Excel will open in your Windows task bar and will highlight in Orange (on most systems).
If the document has not been setup, you will see that it will be quite bare of information. You can click here for more information on how to customise the document.
*NB: The account will now show as closed.
