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How to set your preference to generate invoices online as PDFs or using Excel

You can choose to produce your pro forma and final/tax invoices as PDF documents (using NightsBridge online invoicing tools) or as Excel spreadsheets. Once you have set your preferences, the format will be applied to the invoices you generate.

Log into your NightsBridge calendar

Please look at our tutorial on How to log in to your Calendar if you need more information on how to do that.

Go to Preferences

  1. Click Tools on the menu.
  2. Click Preferences.

Choose the format you want your invoices to be generated in

In Invoice/ Pro Forma/ Credit note Template options:

  1. Click:
    • PDF Invoice if you want to use the online invoicing feature to generate invoices.
    • Excel Invoice (old) if you want your invoices to be generated in an Excel spreadsheet format.
  2. Click to Save.
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