Invoicing and automatic payments

Follow these simple steps to raise invoices, set up automated invoicing and capture payments automatically:
  1. Edit customer groups
  2. Create a customer group
  3. Create a customer
  4. Change customer group
  5. Edit payment settings
  6. Allow post-booking payments
  7. Impersonate the customer
  8. Make the booking
  9. Raise invoices
  10. Edit invoicing settings
  11. Set the invoicing terms
  12. Set up automatic payments
  13. Manage invoices

Step One

Go to 'Settings' in the 'Administration' section of the sidebar. From here, select customer groups.

Creating a customer group is essential as it allows you to control which customers can pay by invoice, and which must pay when booking.
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Step Two

Use the create button and fill in the details to create your first group.

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Step Three

Go to 'Customers' in the 'Booking' section of the sidebar. Once here, create or find the customer you will be invoicing.

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Step Four

Use the 'Change customer groups' button to add them to the customer group that you created in step one.

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Step Five

Go to 'Settings' in the 'Administration' section of the sidebar. From here, select 'Payment settings'.

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Step Six

Select 'Exclude specific groups' under the 'Upfront payment policy' section and then select the group you created in step one. If you want to allow all your clients to book without paying upfront, you can simply select 'Not required'.

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Step Seven

If you are making the booking on behalf of the customer, return to the customer you would like to invoice. Select 'Impersonate'.

If the customer is making the booking themselves, skip straight to step nine.

Customers must be logged in in order to book without payment and to receive an invoice. If invoicing is allowed for all customers, they will not need to be logged in.
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Step Eight

Make a booking for your customer. You should be able to complete the booking without payment.

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Step Nine

You can now go to back to your customer's profile and select 'Raise invoices' to manually raise invoices. Automatic payment capture is covered in step twelve.

Invoices can only be raised for bookings that have finished.
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Step Ten

You can edit your invoicing settings by going to 'Settings' under the 'Administration' section in the sidebar and selecting 'Invoicing' in the 'Payments' section.

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Step Eleven

Here you can edit things such as the automatic invoice schedule, payment terms and reminders, amongst other things.

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Step Twelve

From here, you can also choose to automatically capture payments from your customers' saved payment methods.

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Step Thirteen

Invoices can be managed by going to 'Invoices' under the 'Payments' section in the sidebar. Here you can download, cancel or email invoices as well as record offline payments such as cash, BACS and cheque.

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You're all set up!

You can now invoice customers.

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