From booking to order to invoice
Can I turn a booking into an order?
Yes. Open the booking and click Create order in the action block. You need the rights action_booking_createorder and entity_order_create, and both the CRM and the invoice module.
i-Reserve then creates an order with the status draft:
- with the customer of the booking;
- with one block, in which each price line of the booking is an order line;
- with the order fields you have linked, see Order fields;
- linked to the booking: the order shows a button to go to the booking, the booking shows Go to order.
A booking can have one order. If the order already exists, i-Reserve reports Order already exists. After that you can freely add to the order, for example catering or technology that is not in the booking. Price changes in the booking are not copied to the order automatically.
Can I turn an order into an invoice?
Yes, with the invoice module. There are two ways:
| Action | What happens | Right |
|---|---|---|
| Create invoice | All lines of the order go onto one new draft invoice, with the customer, the company and the linked fields. The blocks disappear: the invoice is one list of lines. | action_order_createinvoice |
| Create (partial) invoice | You choose which lines go onto the invoice, for example first a deposit or only the first day. Lines that have already been invoiced cannot be chosen again. The button stays available as long as there are lines without an invoice. | action_order_createinvoice_allowpartial |
You also need the right entity_invoice_create. With Go to invoice (right action_order_gotoinvoice) you open the invoice, or choose from a list if there are several.
If there is already a draft invoice for the order, i-Reserve does not create a second one: Tried to make draft, but there is already a draft present. Finalise that invoice first.
How to set up the invoice module is explained in Getting started with the invoice module.
Can I turn an order into a booking?
No, that is not possible as standard. The direction is always booking → order → invoice. If a quotation also has to reserve the availability of rooms or activities, there are two ways of working:
- Create the booking first (optionally as an option) and turn it into the quotation with Create order. That way the room is blocked and you still have a tailor-made quotation.
- Work only with the order and create the booking once the customer agrees.
Would you like a signed order to create a booking automatically? That is custom work. Please contact our support team.
Can I copy an order?
Yes, with the action Copy (right action_order_copyorder). You choose a new date, description and customer or company. All blocks and lines go to a new draft order with a new number.
Can I delete an order?
Only orders with the status draft (right action_order_delete_order). An order that is further along, you set to archive.
