Platform 2.0 - How to Create a General Sales Invoice

You can create an invoice of inventory items without booking a reservation.

First, select “Products and Services” from the menu on the lefthand side of your dashboard.

You will see the list of products and services that you have available for your campground.

Select “Add To Cart” for each inventory item you would like to add to the order. You will see that item appear in the cart on the right-hand side of the screen:

Once all of your items have been added to the cart, select “Check Out” on the bottom right of your screen:

You will be taken to the Check Out page. At the top of this page is where you will enter the customer’s information before completing the sale. If the customer has already has an account with your campground, you can search them by name, email, or phone number in the search bar.

A drop menu will appear. Select the customer you would like to create the invoice for:

Once the customer is added, the Customer Information section will look like this:

If the customer does not already have an account, select “Add New Customer”:

You can now add in the customer information on the right-hand side of your screen. The customer’s first and last name are required fields, their contact information is optional:

Select “Create Customer” once all of the customer information is entered:

Once the customer is created, the Customer Information section will look like this. If you need to change the customer, you can select “Change Customer”:

You will now see the Order Summary on the right side of your screen. It will include an itemized list of all products and/or services to be purchased, the price for each, any taxes or fees you have associated with the inventory, and the total owed. You can click “Invoice PDF” on the bottom left to view/save the invoice for the purchase:

The invoice will look like this. It will include the order summary as well as the campground information, customer information, invoice number, invoice date, and account number:

If you entered a customer email address, you can click the box next to “Send Confirmation Mail” to send the customer a confirmation of their purchase. Then, select “Choose Payment type”:

After your payment type is selected, click “Complete the Sale” on the lower right-hand of the screen:

You can now review the order details. You can see the Order ID the top left, option to refund in the top right, and payment history at the bottom left. The bottom left also still has the option for you to create the Invoice PDF if needed:

If you have any questions or want clarification on how to create a general sales invoice, please reach out at [email protected] and we can review it with you.