Invoicing for the entire account
With automated invoicing, ascending invoice numbers are automatically assigned and the invoices are automatically sent to your customers. Automated invoicing can be activated for each service
Tap on your avatar at the top right
Go to your account settings
Select the Invoicing tab
Expanding the settings - entire account
Under Invoicing, you can make settings that affect the entire account.
1 | Invoice due date | Define the period on which an invoice is due |
2 | Send payment reminder | Activate this option to send up to three payment reminders to the customer (on the due date, 7 days and 14 days after the due date) |
3 | Allow online payment | Activate online payment via anny to offer your customers an even easier booking experience and minimize effort |
4 | Allow payment by bank transfer | Enable payment by bank transfer. Note that this requires manual updates to the payment status. If reminders are enabled, late updates can lead to unnecessary reminders
|
Pro tip: On this page you also add the account and notes on the invoice.
Settings per booking and service option
To make the settings for a desired booking or service option, follow the path below:
click on the desired resource
select the booking option (or service option)
click on Edit booking option
use payments
Offline payment
Pay online in advance
Pay later / pay later
Pro tip: In the settings, either Allow online payment or Allow payment by bank transfer must be active. |
Generate invoice automatically - active:
Invoice number is assigned automatically
Invoice can no longer be edited
Track payment status:
If this setting is deactivated, all orders are automatically set to paid.
If this setting is set to active, all orders are set to an open status and you must manually mark them as paid
Payment on site:
selectable for Pay online in advance
No online payment details required
Checkout process on the booking page
In the checkout process on the booking page, the customer receives all the necessary information on invoicing at a glance. The customer also has the option of selecting the payment method.
Pro tip: It is of course possible to add multiple bookings with different payment methods.
Orders and invoice generation
Order overview:
When the customer makes a booking, an overview of the order is immediately created in the admin area. The payment column shows which payment the customer requires.
Pro tip: If the Pay later / Pay later method has been selected, Online and Offline will appear, as it is not yet clear which method the customer will select later.
Call up the individual order:
Click on the desired invoice to obtain further information about the order.In addition to the customer data and an overview of the bookings, the payment method and further details about the invoice can be found here.
Pro tip: Invoices are sent automatically on the day of booking. Changes can be made until then.
Good to know
Customers are not (yet) automatically informed by e-mail about cancelations and refunds.
There is no distinction in the general account settings between manual and automated invoicing