When invoices are created in MagManager, the system marks the bookings as invoiced. On the Bookings screen, under the ‘Invoiced’ column you can see which which bookings have been invoiced:
A Green Tick indicates that the booking HAS been invoiced
A Red Cross indicates that the booking has NOT been invoiced
For bookings invoiced outside of MagManager, you can manually mark the booking as invoiced in MagManager to stop them displaying on the ‘Create Invoice’ tab of the client record and the ‘To Invoice’ tab of the Invoicing screen.
Steps to set a booking as invoiced
(only for bookings that have been invoiced outside of MagManager)
Step 1 - Go to the main settings page > Under Settings > Select System Defaults > Under Accounts Package where it currently displays MagManager, Xero or other accounts package name, > Turn off the 'Link to ..' setting > Select ‘Sage’ from the drop-down menu and ensure the Link to Sage is turned off. This ensures the accounts package is no longer linked to MagManager.
Step 2 - Select Bookings on the top navigation bar > Locate the bookings you want to mark as invoiced.
Step 3 - Under the column headed ‘Invoiced’ > Click on the red cross to mark the booking as invoiced. The red cross will change to a green tick.
A Green Tick indicates that the booking HAS been invoiced
A Red Cross indicates that the booking has NOT been invoiced
A Red Cross indicates that the booking has NOT been invoiced
Step 4 - Once the bookings have been marked as invoiced > Go to the main settings page > Under Settings > Select System Defaults > Under Accounts Package > Select your original accounts package from the drop-down menu > Switch on the Link to… settings > Click Update.
Steps to set a booking as NOT invoiced
(only for bookings that have been manually marked as invoiced as above, ie reversing the action above)
Step 1 - Go to the main settings page > Under Settings > Select System Defaults > Under Accounts Package where it currently displays MagManager, Xero or other accounts package name, > Turn off the 'Link to ..' setting > Select ‘Sage’ from the drop-down menu and ensure the Link to Sage is turned off. This ensures the accounts package is no longer linked to MagManager.
Step 2 - Step 2 - Select Bookings on the top navigation bar > Locate the bookings you want to mark as NOT invoiced.
Step 3 - Step 3 - Under the column headed ‘Invoiced’ > Click on the green tick to mark the booking as NOT invoiced. The green tick will change to a red tick.
A Green Tick indicates that the booking HAS been invoiced
A Red Cross indicates that the booking has NOT been invoiced
A Red Cross indicates that the booking has NOT been invoiced
Step 4 - Once the bookings have been marked to Not Invoiced > Go to the main settings page > Under Settings > Select System Defaults > Under Accounts Package > Select your original accounts package from the drop-down menu > Switch on the Link to… settings > Click Update.
