Marking bookings as invoiced

For bookings that have been invoiced outside of MagManager you can manually mark them as invoiced to stop them showing up on the Create Invoice tab of the client record.

 

To set a booking as invoiced (ie it has been invoiced outside of MagManager)

1 - Go to the main settings page > Under Settings > Select System Defaults > Under Accounts Package where it currently says “Xero” (or other accounts package name), turn this to “Sage” so that Xero is no longer linked to MM.
2 - Then, go to the Bookings screen, and find the bookings you want to mark as invoiced. In the column headed “invoiced”,  click on the red cross to mark the booking as invoiced - the red cross will change to a green tick.
3 -When you have finished, go back to System Defaults and switch the Account Package back to Xero (or your original accounts package setting).
 
 
 
 
To set a booking as NOT invoiced (only for bookings that have been manually marked as invoiced as above ie reversing the action above)
1 - Go to Settings System Defaults and under Accounts Package where it currently says “Xero”, turn this to “Sage” so that Xero is no longer linked to MM.
2 - Then, go to the Bookings screen, and find the bookings you want. In the column on the right that says “invoiced”, you will now be able to click on the green tick to mark the booking as NOT invoiced.
3 -When you have finished, go back to System Defaults and switch the Account Package back to Xero.

 

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