Confirming a Booking, Uploading a Contract and Paying an Invoice

Learn how to confirm a Booking, Upload a Contract and Pay an Invoice

Confirming a Booking, Uploading a Contract and Paying an Invoice

Once the client has paid their deposit and signed the contract (depending on your own business procedures) you can now confirm the booking.

Note: Under Setup > Venue Details > There is an option to automatically update the status of the booking to confirmed once the deposit invoice has been paid. If you have used the Pay Now button and an E-Contract Template, you will receive a confirmation email and the status of the booking will automatically be changed to Confirmed.

1. Navigate to your booking under Bookings > Bookings or from the Diary

2. Click on the Details tab

3. Click Change Status and change the status to Confirmed

4. Update the reasons why and the date as required

   

5. Click onto the Documents tab

6. Click on Upload to manually upload a signed paper copy of the contract.

   

7. If the client has digitally signed the E-Contract, you will be able to view the client copy which is now saved in your booking. You will have also received an emailing advising you that the E-Contract has been signed

8. Click on View (Venue) to view your copy and countersign if required
   

9. Click on the Statement tab

10. If the invoice has been paid already via the Pay Now Button or via one of our integrated accounting systems - it will be marked as Paid. To manually mark the invoice as paid, select the invoice and press Pay Invoice > Other

11. Check the amount that was paid and select the Method and press Save
    

12. Learn more about Invoicing