There are multiple ways you can add an Invoice to a Booking. Whether it is an 'Invoice' or 'Connected Invoice' the steps are the same.
From the Invoices Tab:
Access the Booking you wish to create an invoice for
Select the Invoices tab
Select the New Invoice button
Select whether to create an Invoice or a Connected Invoice
Select who the Invoice should be billed to
Input any relevant information in the respective fields (Issue Date, Due Date, and any Discount.)
Click Save
(If creating a Connected Invoice) select Add Uninvoiced Items & choose the items you want to Invoice
Select the Menu Items
Click Save
From the Menu Items Tab:
Access the Booking you wish to create an invoice for
Select the Menu Items tab
Select the relevant Menu Item/s using the checkbox
From the batch action dropdown, select Create Invoice
Click Apply
Select whether to create an Invoice or a Connected Invoice
Select who the Invoice should be billed to
Input any relevant information in the respective fields (Issue Date, Due Date and any Discount.)
Click Save
If Connected Invoice is selected, the Menu Items are automatically added to the Invoice and any changes made to the Menu Item will reflect on the Invoice & vice versa.
If Invoice is selected, a copy of the Menu Item is added to the Invoice. They will remain independent of one another.
If Invoice is selected, you also have the ability to add Guestrooms
Invoicing Options & Actions
Invoices can be customized in many ways:
Add notes to the invoice or edit the terms
Hide item descriptions on the invoice
Enable online payments using Stripe so your customer can pay the invoice, or make partial payments online digitally (this must be activated by by an Admin user)
Add a Payment Schedule - This can be broken up by amount or percent and you can add payment due dates
You can add discounts to the invoice
Invoice Actions
Invoice Preview - Click preview to see the invoice as your customer does
Download PDF
Convert to Invoice/Connected Invoice: enables you to convert an Invoice into a Connected Invoice linking your Menu Items, and vice-versa.
Clone Invoice - makes an exact clone of the invoice (you can add or remove items from the cloned invoice at any time)
Delete Invoice - Remove the Invoice from Event Temple. This gives you the option to also delete the linked items. Note: This cannot be undone
Invoice Settings - takes you to the settings page where you can customize Organization-wide Invoice Settings.
Important Considerations
To remove an item from a Connected Invoice, click the trash icon next to it. Once you hit the trash icon, you'll be prompted & asked whether you'd also like to Delete the Item from the Booking or not.
The Billed To field can be any Contact Account or Travel Agent existing in Event Temple