Editing/changing bookings from booking invoices
Learn how to edit bookings, edit or add Customer details, access the change product modal, change products from the Booking Invoice, and update bookings to show inventory changes
Kevin Penner
Last Update hace 9 meses
Changing a product's price does not automatically change the price in existing bookings for that product.
Should you edit an existing booking product, the system queries and applies that product's current price. Staff can also manually adjust the price as needed by editing the product's subtotal.
Learn more about configuring a product's price here:
Editing or adding Customer details
Edit the fields provided, such as email address or phone number, updating or adding the information as needed.
When you click on any of these fields you will instantly start editing them. To save your changes simply unfocus by clicking off of it and the information will automatically save.
Learn more about updating Customer details associated with Customer Accounts here:
Accessing the change products modal
To modify products associated with the invoice, click the Change button next to the product line entry you want to modify. A pop-up then displays where the booking product details are edited. We cover this step in more detail below.
After making any changes, select the Save button at the bottom of the Change Product modal to apply the changes to the booking.
A product line entry in a booking has multiple settings that Staff can modify after the booking is created, such as category, date, and subtotal. Read on to find out about each one!
Select a different category of products from the Category dropdown menu.
Available entries are set in the Categories area (Inventory > Categories). Both active and hidden categories display in this list, while archived categories are not visible to select.
Changing the product
Select a new product from the product dropdown menu within the Change product modal. This searches the system for products based on the parameters supplied.
If other products are available, 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.
Changing the date/time
Change 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 a 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.
Referring to the Calendar when changing products is helpful.
The Calendar provides an overview of product availability, where stock may be adjusted as needed.
Changing the number of parameters/guest types
Where parameters or guest types are attached, you can adjust the quantity for each.
Depending on your browser, you can manually change a parameter/product guest type value by 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 Change Product modal allows available tax entries to be selected or deselected from the Taxes section.
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 are set up in the Taxes page (Products > Taxes/Fees).
Learn more about configuring taxes here:
A tax entry can also be removed entirely from the booking by selecting the Remove button beside the tax in the edit invoice view.
While the Rate section cannot be directly edited, it summarizes the details per parameter/product guest type.
Parameter/product guest type details are adjusted within the product itself (Products > Inventory) or the product (Products > Inventory).
Note that if the Subtotal value is customized, the Rate summary clears and shows no parameter or guest type details.
Changing the amount
A product's amount can be customized to whatever value you wish in the amount field when changing a product.
When saved, the booking's totals update to include the new amount value entered.
Applying a discount code
If you have a discount code set up in the Discounts area (Products > Discounts), you can add the code to a product with the apply discount option in the Change Product modal.
Click Apply to apply the code to the product or booking total, depending on the discount settings.
Once you choose to Save your changes, the booking totals reflect any discount changes made when editing the product.
Learn more about setting up discounts for products here:
Removing a product from the invoice
A product can be removed entirely from the booking by selecting the Trash icon at the end of the product on the invoice and confirming the change.
If a payment has already been collected on the invoice, removing the product does not automatically refund it. Instead, Staff can process a refund via the Transactions tab above the invoice.
Booking edits that increase a partially paid total can trigger an additional required deposit amount to be paid by the Customer if booking deposits are enabled (Manage > Payment Settings).
To pay the extra deposit amount, the Customer can be manually charged the remaining partial amount or the full balance by Staff or be emailed an invoice to pay through the provided payment link.
In the next article, we look at adding products to the Booking Invoice.