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Can I create an adhoc invoice for a booking?


In iVvy, you can only create an adhoc invoice for a booking after the last invoice has been finalised. The reason for this is that the invoicing system will automatically allow for changes made to the booking over the period of the booking, as the payment terms are just percentages based on the total amount (which can change over time).

To manually create an invoice:

  1. Navigate to Bookings > Bookings and edit the booking and go to the “Statements Tab” or...
  2. Navigate to Quotes > Quotes and edit the quote and go to the “Statements Tab”
  3. Click “Add Invoice”


     
  4. The system will ask you for a title, due date and description. Fill in the options and select “Add Items To This Invoice” and save
  5. Click on the “Items” tab and select “Add Item”
  6. Fill in the relevant data and save.

You know have a manually created invoice that you can give to your client. 

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