Setting Up Pre-Defined Invoicing Items on the Booking Site

This article provides a step-by-step guide on how to set up pre-defined invoicing items on your the Booking Site. This feature is particularly useful for businesses that have fixed charges for specific items or services. By making these items available on your booking site, you can streamline the invoicing process and improve customer experience.

Adding and Editing Predefined Invoicing Items

To add or edit pre-defined invoicing items, follow these steps:

1. Go to Account Settings.
2. Select Settings.
3. From the side menu, select Financial.
4. Select Predefined Invoicing Items.
5. Select Add - Edit.

Making Predefined Invoicing Items Available on Booking Site

To make your pre-defined invoicing items available on your booking site, tick the checkbox "Available on booking site" when either adding a new item, or editing an existing one.

On your list view for pre-defined Invoice items, those that are available on the booking site are indicated with a blue tick in the right-hand column.

Viewing Predefined Invoicing Items on Booking Site

After setting up your predefined invoicing items, you can view them on your Booking Site. They will be displayed in the Options section.