Adding products to booking invoices

You can add a product by clicking the Add Product button from the left sidebar of the booking's Edit tab.

A pop-up then displays where a product is added. We cover this step in more detail below.

After making any additions, select the Save button at the bottom of the Add Product modal to apply the new product to the booking.

Adding a product to an invoice does not automatically process an additional payment. You need to also add a payment, if applicable. Learn more here:

• Adding payments to booking invoices

When first opened, the Add Product modal displays a collapsed view that, by default, includes the Category, Product, Rate, and Subtotal fields. The view fully expands when a valid Product selection is made.

When adding a product to a booking, multiple options can be modified by Staff. Read on to find out about each one!

Open the Category dropdown menu to choose from a list of available category entries.

Available entries are set in the Categories area (Products > Categories). Both active and hidden categories are displayed in this list, while archived categories are not visible.

Choose a product from the Product dropdown menu within the Add Product modal. This searches the system for products based on the parameters supplied.

If there are products available, then they appear in the list from which you can select one. Check the box labelled Hide unavailable products if you only wish to see products that have availability.

Selecting a new product and changing the quantity or date automatically queries the system and returns a new price. If there is a conflict, then an error message appears.

Select a booking's start or end date using the Start and End date calendar fields. Click on the fields to open the calendar selection tool.

By default, the calendar selection shows green for available dates, red for sold-out dates, and grey for dates where the product is unavailable for booking.

If the product in the booking is time-allocation based, such as Per Hour for products or Flextime for products, then additional Time fields show where an available time is selected.

You can add the quantity for each where parameters/guest types are attached.

Depending on your browser, a parameter/guest type value is changed by manually entering the number in the field or selecting the up or down arrows that show in the field when hovering over it with your cursor.

The Add Product modal allows available tax entries to be selected or deselected from the Taxes section.

Simply click on the checkbox to the left of the tax entry to apply, or no longer apply, the tax to the product. The tax is active if the checkbox is selected.

Taxes to choose from are set up in the Taxes page (Manage > Taxes/Fees).

Learn more about configuring taxes here:

• Configuring taxes

While the Rate section cannot be directly edited, it summarizes the details per product parameter/product guest type.

Parameter/guest type details are adjusted within the product itself (Products > Inventory)

Note that if the Subtotal value is customized, the Rate summary clears and shows no parameter/guest type details.

The product amount can be customized to whatever value you wish in the amount field when adding a product.

When saved, the booking's totals update to include the new amount value entered.

If you have a discount code set up in the Discounts area (Inventory > Discounts), you can add the code to a product with the Apply Discount option in the Add Product modal.

When the Apply Discount option is selected, a Discount field opens up where you place the code.

Click Apply to apply the code to the product or booking total, depending on the discount settings.

A discount may be removed from a product within the Add Product modal by clearing any entered code and selecting Apply.

Once you have chosen to Save your changes, the booking totals reflect any discount changes made when adding the product.

Learn more about setting up discounts for products here:

• Introduction to discounts