You can now assign your own unique invoice numbers, simplifying synchronization with internal CRM or accounting systems without maintaining parallel numbering. This speeds up document search and reconciliation within the team, making processes faster and more accurate.
First, the Custom invoice numbers feature needs to be enabled in your profile by our team.
Once enabled, each reservation will have a new field in the Summary tab called Invoice number.
Clicking the pencil icon allows the Fleet manager to set the invoice number for the Option via the text input field and link to the external source if required.
Note: Fleet manager can set both numbers and letters in the ‘Invoice number’ field.
The custom Invoice number is displayed on the option/booking preview in the Options/Bookings tab - to the right, below the option status indicator. It also allows the Fleet manager to search by custom Invoice number.
At the same time, the custom Invoice number is displayed on the transaction preview for the corresponding option/booking in the Transactions tab - to the right, below the transaction status indicator. It also allows the Fleet manager to search transactions by their custom Invoice number.
Displaying the custom invoice number in the invoice
If a custom Invoice number is set for the option/booking, the invoice number in the PDF invoice is automatically updated to the custom value.
Additionally, the Reservation No. is also added to the PDF invoice under the ‘Reservation information’.
