Invoicing bookings

Managing invoicing for bookings. 

Booking invoicing works differently for members and contacts.‌

Invoicing bookings for members

Members are charged for their bookings on their next contract invoice (in other words, the invoice that is created on their contract's next renewal date). Learn more about the invoicing process in Invoicing.‌

If a member has money credit available, then the booking charge will be subtracted from these minutes or credit. If the member doesn't have available credit, they will be charged on their next invoice accordingly.‌

To invoice a booking

  1. If the side menu is not visible, click.

  2. In the side menu, click Operations.

  3. In the Bookings section, click Bookings Calendar.

  4. Click a booking that you want to invoice.

  5. Click Select Action at the bottom of the page.

  6. Select Invoice Booking from the dropdown menu.

  7. Click Continue to confirm the invoice.

Invoicing a booking‌

Invoicing bookings for contacts

Contacts without assigned contracts are charged immediately using any available money credit. They are invoiced immediately if they do not have credit to cover the booking. Learn how to create an invoice in Manually creating an invoice. If they make the booking themselves, they can pay via a defined payment gateway.‌

Invoicing bookings for new customers

You can allow new customers, that is people who are not yet members or contacts, to sign up and make a booking on the website by enabling the option Allow new customers to register and book directly from the calendar in Settings>Booking/Reservation System. The new customer will be asked to pay for the booking using your defined payment gateway.‌

You can force a customer to pay for a booking by enabling Cancel Unpaid Contact Bookings. In this situation, an invoice will be created requesting payment to guarantee the booking.



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