• "How do I open an invoice?"

Resolution Steps

  • There are several ways to open an invoice:

    • Point of Sale (POS) screen
      1. On the top-right corner, click New > Sale/Invoice.
      2. Click Actions > Open Invoice by Number.  A pop-up window will open.
      3. In the Open Invoice screen, type the Invoice ID.
      4. Click OK.
    • Reservations screen
      1. In the Reservation List screen, click on an existing reservation.
      2. On the top menu, click Billing.
      3. Find the Reservation invoice and click View.  A pop-up window will open.
      4. In the Reservation Invoice screen, click Add Charges or Pay to open the POS screen.
    • Contacts screen
      1. In the Contacts screen, click on a contact.
      2. On the top, click Account > Invoices.  A pop-up window will open.
      3. In the Reservation Invoice screen, click Add Charges, Pay, or Refund to open the POS screen.

Verification: The client should be able to find and open the invoice.