The Charter Bookings page provides an accounting-focused view of all charter bookings. Unlike the operational bookings list in Sales, this page is designed specifically for invoicing workflows — showing invoice status, amounts invoiced, amounts paid, and providing direct actions to create invoices from bookings.
Navigate to Accounting → Charter Bookings to access the page.
❕Note: The Charter Bookings page is only available if accounts receivable integration is enabled.
Default filters: The page opens pre-filtered to show Booked status bookings with first trips up to yesterday, without trading accounts, and without suspended invoicing. This highlights the bookings most likely to need immediate invoicing attention.
| Filter | Description |
|---|---|
| Search | Search by booking number or invoice number |
| First Trip From / To | Filter bookings by their first trip date within a date range |
| Sales Customer | Search and select one or more sales customers |
| Has Trading Account | Show only customers with or without a trading account |
| Booking Has Invoicing Suspended | Show only bookings where invoicing is suspended |
| Price Needs Verification | Show bookings where the price changed after an invoice number was assigned |
| Has Invoice Number | Show only bookings with or without an invoice number |
| Status | Filter by booking status: Booked, Completed, Cancelled, or Cancelled In Progress |
| Column | Description |
|---|---|
| Booking Number | The booking reference number. A pause icon ⏸️ appears if invoicing is suspended. |
| Customer | The customer name. A credit card icon 💳 appears if the customer has a trading account. |
| Description | The booking description. |
| PO Number | The customer's purchase order number. |
| First Trip Date | The date of the first trip. Sortable. |
| Status | The current booking status. |
| Booking Price | The total booking price. A warning icon ⚠️ appears if the price changed after an invoice number was assigned. |
| Invoiced Amount | The total amount invoiced across all invoices. A green checkmark ✅ appears if paid in full. |
| Amount Paid | The total amount paid toward invoices. |
| Invoice No | The external accounting system invoice number, if assigned. |
Click the ⋯ (triple dot) menu on a booking row to access the following actions:
Opens a summary modal showing invoices associated with this booking — including invoice numbers, statuses, and amounts — without navigating away from the list.
Creates a draft invoice from this booking and opens it for review and editing before approval.
❕Note: The Create Invoice action is not available for bookings with a status of Cancelled or Cancelled In Progress.
When you create an invoice, the system looks up the billing customer linked to the booking's sales customer, applies their template and line type settings, renders the invoice description, creates a draft invoice, and opens it for review.
The Accounting dashboard tiles link directly to the Charter Bookings page with pre-applied filters:
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