Depending on your needs, you can freely decide what sales documents you want to handle, and flexibly change them.
How to configure the displayed document types?
1. In BedBooking, open from Menu -> Invoices.
2. In the Invoices module, select the Settings -> Account Settings.
3. Go to the Your Account section.
4. Select Additional documents to issue.
5. Save the changes.
From now on, when creating a new sales document, you will be able to choose its type from the variants you have just selected.
How to set the default document type?
1. In BedBooking, open from Menu -> Invoices.
2. In the Invoices module, select the Settings -> Account Settings.
3. Go to the Configuration section.
4. In the Default Invoice field, set, for example, Invoice.
5. Save the changes.
From now on, when creating a new sales document, the default document variant (displayed first) will be Invoice. You can set any document type as default in this way.
How to change the type of document?
1. In the Invoices module, open the document whose type you want to change.
2. After opening the document, select Edit.
3. In the Kind field, select the type of document you want to change to.
4. At the bottom of the click Save changes.
The type of the selected document has been changed - after the change you may be asked to fill in the missing information necessary for the selected document type.