The manager asks for the invoice, the accountant issues it, the customer pays
Who is involved
| Role | What they do |
|---|---|
| Rental manager | Adds any manual charge and asks Accounting to invoice. |
| Accountant | Issues the draft invoice and records the customer's payments. |
| Customer | Pays the invoice. |
Step by step
- Rental manager
Adds a manual charge on the Money tab, then presses Ask Accounting to invoice.
What they see:The charges read Invoice requested.
- Accountant
Opens the draft receivable Accounting made from the request.
What they see:A draft invoice with the customer's details and one line per charge.
- Rental manager
Reopens the booking.
What they see:The charges read Invoiced against that invoice, as soon as the draft exists.
- Accountant
Issues the invoice, then records the part payment the customer made.
What they see:Accounting shows the part payment against the invoice.
- Rental manager
Looks at the Money tab.
What they see:Paid so far and Still to pay have moved by the part.
- Accountant
Records the rest of the payment.
What they see:The booking's balance reaches zero.
Who is told what
No notice is sent for this flow; the booking's Money tab and the bookings list's Money owed filter show the state.