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[Video] How to Manage Invoices in Cheqroom

This short walkthrough (~3 mins) demonstrates how you can leverage Cheqroom for your billing and reporting via custom invoice templates. You'll see how to unify multiple bookings under one report, capture user signatures for proof of accountability, and generate a clear, comprehensive invoice PDF directly from your workflow data.

 

What to Expect:

  • Setting up an Invoice Work Order: How to build out a centralized invoice ticket to associate varying items, reservations, and check-outs under one single major event.

  • Adding Custom Metadata Fields: An overview of linking team project managers, adding specific event dates, or including text descriptions to individual billing records.

  • Consolidating Cross-Booking Data: How to quickly locate and add distinct multi-stage project line items (such as staggered event setups) into your invoice framework.

  • Generating Automated Billing Reports: A look at running the Booking Invoice Report to extract costs and build summarized financial breakdowns across your reservations.

  • Capturing Digital Signatures: How to collect digital on-screen signatures directly inside the document generator to create a reliable audit trail.

  • Reviewing and Managing PDF Attachments: Accessing the generated PDF invoices within the attachments folder to instantly preview, download, or clear them out.

  • Audit Logs & History Verification: Reviewing the activity history to check user edits, status changes, and automatic email alert tracking.

Supporting Resource: Example Invoice Set Up and Workflow