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How to update a booking that has not been invoiced

Table of Contents

Steps to update a booking that has not been invoiced On the booking grid On the booking list

Steps to update a booking that has not been invoiced

On the booking grid

Step 1 - Open the client record and select the bookings tab.

Step 2 - Select either Adverts, Content or Miscellaneous tab.

Step 3 - Bookings can be moved from one issue to another by clicking on the crossed arrows icon to the left of the blue box displaying the booking details, then dragging and dropping the box to the new issue, which will turn yellow when it's in position ready to drop.

Step 5 - Booking updated will flash across the top of the screen and the booking will be displayed under it's new publication/issue.

On the booking list

Step 1 - Open the client record and select the bookings tab.

Step 2 - Select either Adverts, Content or Miscellaneous tab.

Step 3 - To open the booking click on the centre of the the blue box (gold for premium pages).

Step 4 - Update the booking as required. The following elements can all be updated:
Advert size, Issue booked into, Price, Preferred position, Discount and Purchase order number.

Example for Bookings & Content

Example for Miscellaneous

Step 5 - Click Save Booking.

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