How do I issue a one-off invoice to a guest?

Having the ability to add items to a reservation invoice can be really handy and a great way for campgrounds to make a bit more revenue from campers, while also providing them with much needed supplies. There are two ways to bill a guest for an item: you can add that item to their reservation invoice or you can create a “general sale” invoice from their account.

Note: To learn how to add an item to a reservation invoice, click here.

Why we created this feature: We created this feature to allow campgrounds the billing flexibility to accommodate guests in the best way possible. Whether it’s a large company that wants one-off items separated from their reservation invoice or a parent that’s decided it’s time for the kids to buy ice cream with their own money, you will have the ability to make that happen.

Getting Started: Creating a general sale invoice starts from the guest’s account. Accounts are created for any guest that has made a reservation through the platform, either online or manually through the campground. 

Note: To learn how to create an account for a guest that has yet to make a reservation, click here.

To locate the guest’s account, you’ll head over to the “Accounts” feature, which is the fourth tab down on the left side of the screen.

Now that you’re in the Accounts section, you’ll want to search for the guest’s account by using either the first/last name or email address of the guest in the search box.

Note: It is important to make sure the filters on the right side of the screen are set to “All” for this search.

Once you’ve located the correct account through the search function, you’ll then select he “New Sale” button, illustrated below.

This will create a new invoice for this account, separate from the reservation invoice. To add an item, click the “Add an Item” function on the invoice and type in the particular item into the text box that pops up. Once you’ve located the item, select it and then press the “Save” button on the bottom right hand side of the screen.

You have now added that item to the invoice! 

What's Next:

How do I settle an invoice?

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