How do I create a long term booking?
From Catalyst
Revision as of 16:34, 17 December 2019 by Jamie Kingsbury-Smith (talk | contribs) (Created page with "{{PreRelease}} == Summary == This article explains how to create a long term booking in the Booking and Hire module. == More Information == A long term booking is a booking...")
![]() |
This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
Summary
This article explains how to create a long term booking in the Booking and Hire module.
More Information
A long term booking is a booking made for an extended period of time that is invoiced periodically throughout its duration.
Creating A Long Term Booking
Go to " Booking and Hire Long Term Bookings Add or Edit Long Term Bookings".
- Press the [Add] button.
In "Booking details":
- At "Customer:" enter the code of the customer the long term booking is for.
- At "Reference:" enter a customer facing booking reference to be used on invoices.
![]() | Invoices produced will have a reference made up of the reference you enter here plus the sequence number of the invoice e.g. 'Reference 0002'. |
- At "From:" enter the date and time that the long term starts.
- At "To:" enter the date and time that the long term ends.
![]() | You can leave "To:" blank to make the long term booking open ended. |
![]() | It is recommended that you leave "Type:" at its default setting. |
In "Period details":
- At "Active:" choose 'Yes'.
- At "Interactive:" choose the parts of the invoice production process you want to view and confirm before proceeding.
![]() | 'Booking' is the customer booking that is created to cover the invoice period. This is used for reporting purposes. |
![]() | 'Invoice' is the invoice that is produced. You will have the opportunity to amend the text on the invoice if this made interactive. |
![]() | Parts of the invoice process that are not interactive will be done silently in the background without user interaction. |
- At "Period type:" and "Period interval:" enter when and how often the long term booking should be invoiced.
![]() | You can also see how many invoices have been produced, when the last invoice was produced and when the next invoice is due here. |
In "Booking items": ...
Producing Invoices
...
Taking Payments
See also
...
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
BH06