5. ActivityBridge

How to generate a pro forma or final invoice

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Pro forma and final invoices can be generated on ActivityBridge. These can then be sent to clients after booking.

Click on 'Bookings'

From the tabs available on ActivityBridge, select the 'Bookings' tab

Search for the booking

You are able to search in two methods.

  1. By using the search fields to narrow down your search
  2. By clicking on 'Search' to view a list of all bookings.

Search using the search fields

Use the search fields to find the booking you're looking for.

  1. Add the information to search by Booking ID, activity name, a date range or the surname of the client.
  2. Click 'Search'.

Search all bookings

Click 'Search' to bring up a list of the bookings on your ActivityBridge system.

The Booking List will populate with all the bookings. The list will appear in chronological order, from oldest booking down to the newest.

Select the booking

From the search results in the Booking list, select the booking you would like to generate the invoice for.

Once you have clicked on the booking, the Booking Details page will open.

On the Booking Details page, click 'View Account Summary'.
The Account Details page will open.

One the Account Details page there are two invoice options

  1. Generating a pro forma invoice to provide clients with an interim bill.
  2. Generating a final (tax) invoice.

Generating a pro forma invoice

Click on the 'Pro Forma' button.

A window will open containing the activity pro form invoice document as the example below.

You are then able to save the document to attach to an email or other method of communication.

Generating a final invoice

Click on 'Create Invoice'

A pop-up message will appear. Click on 'Confirm' to generate the final invoice.

The account is not closed and ready to be invoiced.

Click on the 'Invoice' button.

A window will open containing the activity invoice document as the example below.

You are then able to save the document to attach to an email or other method of communication.

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