How do I send confirmations, offers or other documents?

Create and send documents

Navigate to the desired booking to the documents tab.

Select the desired template from the drop down menu.

Caution: Only when generating invoices we set the checkmark "Show actual sales only":

Use the next button to generate the desired document.

A Word file will be generated here first, should you wish to personalize your document.

If this is the case, download your confirmation, offer etc., save it and upload it again. In this case via "Select file"

Then navigate back to the details tab and scroll all the way down to the "Send Message" button. Then a pop up window will open. You fill in the mandatory fields and change the predefined text if you want.

The last step is to select the document you want to send under "Attachments".

During the sending process the Word documents are converted into PDFs.