Steps to update a booking that has been invoiced
Once a booking has been invoiced, a gold padlock is displayed at the end of the booking line. You can also click on the credit card icon to display the invoice details.
NOTE: At this stage, it is still possible to change some details of the booking, such as:
The advert artwork - eg replacing the existing quarter page with a new quarter page advert in order to upload new artwork.
The artwork size - eg change from a quarter page to a full page.
(Note: the price cannot be changed and any price difference would need to be raised as a miscellaneous sales booking, The other option is to cancel the invoice then update the booking and raise a new invoice.)
The preferred position - eg updating from page 5 to page 3.
Steps to change the artwork and artwork size for advert and content bookings
Step 1 - Open the client record and select the bookings tab.
Step 2 - Select either Adverts or Content tab- bookings that have been invoiced no longer have crossed arrows to the left of the booking box and instead display a credit card icon, and can no longer be dragged and dropped into other issues.
Step 3 - To open the booking click on the centre of the the blue box (gold for premium pages).
Step 4 - Click the gold padlock at the end of the booking line, to unlock it.
Step 5 - To change the artwork and/or the artwork size > Click New Advert and select the size.
Step 6 - Drag & drop the new advert onto the booking line.
Note: if the advert size is being changed, a warning pop-up message is displayed. Click Change Size to confirm the change.
Step 6 - Click Save Booking.
Steps to change the preferred position for advert and content bookings
Step 1 - Follow steps 1 - 4 above
Step 2 - To update the preferred position click the Preferred Position drop-down box and choose the new option.
Step 3 - Click Save Booking.
NOTE: The issue booked cannot be updated on an invoiced booking. The invoice would need to be cancelled first, then the booking can be updated to a new issue.
If it's not possible to cancel the invoice because it's part of a larger booking and has already been paid contact support@magmanager.co.uk
Miscellaneous Bookings
Step 1 - Open the client record and select the bookings tab.
Step 2 - Select the Miscellaneous tab - bookings that have been invoiced no longer have crossed arrows to the left of the booking box and instead display a credit card icon, and can no longer be dragged and dropped into other issues.
Step 3 - To open the booking click on the centre of the the blue box
Step 4 - Only Note/Attachments and description can be updated for a miscellaneous sales item.
Step 5 - Click Save Booking.
Re-cap of things that cannot be changed on an invoiced booking
1 - The price - either cancel the invoice, update the booking and raise a new invoice. Or raise the price difference as a miscellaneous sales booking.
2 - The issue booked - cancel the invoice, then update the booking to a new issue.
If it's not possible to cancel the invoice because it's part of a larger booking and has already been paid contact support@magmanager.co.uk
