What is the difference between a concept and a final invoice?
As long as an invoice in i-Reserve has the status 'Draft', you may edit or delete the invoice. A draft invoice has no invoice number, and the invoice date can be...
How do I make a final invoice?
When finalizing an invoice, the procedure depends on the set delivery method. In the 'Invoice details' block, you can see which delivery method will be used. Before...
How do I check an invoice?
As long as an invoice has the status 'Draft', you can follow the steps below to check an invoice for possible errors:
How do I create multiple partial invoices?
If a partial invoice for a booking is already in existence and there may be unlinked price rows, you can choose to create a second (or subsequent) partial invoice.
How do I merge invoices?
Unissued invoices can be merged as long as they are assigned to the same customer. Note that this is irreversible.
How do I create direct debits?
i-Reserve has a built in Direct Debit system. A Direct Debit is an instruction from a customer to the bank (via i-Reserve in this case). It authorises i-Reserve to...
How do I ensure that an invoice is only sent to a company?
In the financial menu the different payment methods can be found. The method will be determined based on the customer level. If the option 'email' is chosen, then...
Import
Additional usage can directly be linked to a customer.
Processing
In order to invoice 'Additional usage' a few extra steps are required. This is because it is a process with additional rules that needs to be pre-selected.
Recover
It is possible to change or delete 'Additional usage' that has been added to an invoice. This can only be done per cost in the specific invoice. There are two ways...
