Invoice Types
Invoice
Menu items are separate from the Booking.
Items can be added/removed/modified to an Invoice and no changes will be made to the Booking/Event Menu Items and vice versa.
Guestrooms can be added
Amount Due is the total of all the items (and their taxes/fees)
You can indicate a Discount amount to the total invoice. If the amount is 0% then the Discount line will not appear on the customer's view of the invoice.
Menu items are separate from the Booking.
Items can be added/removed/modified to an Invoice and no changes will be made to the Booking/Event Menu Items and vice versa.
Amount Due is the total of all the items (and their taxes/fee), reduced by the specified percentage.
Connected Invoice
Menu items are shared with the Booking.
Any changes made to an item from the Booking/Event will automatically update on the Invoice, and vice versa.
By using our Stripe Integration, your guests have the ability to pay any invoice type via credit card.
Invoice Stages
Draft
Enter & adjust all the necessary details such as items, quantities, prices, and any applicable taxes or discounts
Sent
Similar to a Draft invoice, in that you can still make changes to the invoices
Report on Invoices that you have shared with a guest separately to drafts
Finalize
A Connected Invoice cannot be finalized
Locks all changes to items or anything that will alter revenue
You cannot delete the invoice, but you can void it
Void
A Connected Invoice cannot be Voided
You can only void an invoice if it does not have payments on it
You cannot add a payment to an invoice in the void stage
When a booking’s status is changed to Lost, all Invoices without payments on it will be voided
"Void" will appear from the guest's view of the Invoice
Important Considerations
An Admin user can customize Invoice Settings such as payment terms.
The Amount Due will display the Organization's Currency symbol and code.
An Invoice or Connected Invoice can only be added to a Booking, a Booking can have multiple Invoices or Connected Invoices.
An Invoice can be converted to a Connected Invoice. Once converted, Menu Items will be shared between the Booking/Event and Invoice.
When deleting a Connected Invoice you'll have the option to choose whether the items should also be removed from the Booking and any Events they are currently being used on. When deleting an Invoice, items will simply be deleted along with the Invoice, Since the items were not shared with the Booking.
From a guest's perspective, they do not see the difference between the two invoice types (eg 'Connected Invoice' is not noted anywhere on the preview or downloaded version). This feature is more for internal use for managing the way Invoices are used.
Additional Information