How To: Edit Prices on Reservation Invoices

Empower yourself to adjust reservation prices effortlessly. Learn to use the Invoice Details section in the Reservation Summary for manual edits.

Summary:

Discover how to manually edit prices on Campspot reservation invoices to address rate changes, billing errors, and other modifications. Ensure a seamless billing experience by following these step-by-step instructions.

Uses:

This guide is essential for users who need to make manual adjustments to reservation invoice prices due to:

• Rate changes
• Billing errors
• Other billing-related modifications.

Users with appropriate permissions can efficiently navigate through the process to ensure accurate invoicing for guests.

Step-by-Step Guide:

Manual editing of prices on invoices is a permissions-based function. If you encounter issues, update your permissions in User Management or contact your manager. Click here for more details on User Management.

Step 1: Review Invoice Charges

Determine which items on the invoice need editing by reviewing the Invoice Details and Invoice History sections in the Billing tab:

• Invoice Details: Displays current invoice items.
• Invoice History: Outlines all changes made to the invoice.

Step 2: Manually Edit Prices on Invoices

1. Navigate to the Invoice Details section of the Billing tab on the Reservation Summary.
2. Identify the invoice item you wish to edit.
3. Click the three green dots next to it
4. Select "Edit Item."
5. Adjust the rate or total for the item.
6. Click "Save."
7. Repeat the above steps for each invoice item that requires editing.

The clip below shows this process on a reservation where package pricing no longer applied. 

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Most Common FAQ:

Q: Why can't I manually edit prices on invoices?

Editing prices on invoices is a permissions-based function. Ensure you have the necessary permissions by updating your settings in User Management or contact your manager for assistance.

Q: Can I edit prices for past invoices with recurring billing?

Yes, you can manually edit prices on past invoices with recurring billing. If rate changes occurred, follow the steps outlined above for each affected invoice.

Q: Are there limitations to the items I can edit on an invoice?

You can manually edit the rate or total for any item on an invoice, offering flexibility to address various billing adjustments for accurate invoicing. The only limitations to editing the Invoice Details would be the calculation of discounts and taxes as these are based on the Base Pricing and Booking Rules.