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With invoicing in anny, you automatically create invoices for bookings and orders. You define how your customers pay, when invoices are sent and which information appears on the invoice.

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How does invoicing work?

As soon as a booking is completed, anny automatically creates an order with an associated invoice draft. Depending on your configuration, the invoice is either finalized and sent immediately or first saved as a draft until you complete it manually. Invoicing is structured across three levels:
  1. Global settings: Due date, payment reminders, allowed payment methods and bank details for the entire account.
  2. Payment method per booking option: For each booking option, you decide individually whether payment is offline, online in advance or via invoice (Pay-Later).
  3. Invoice fields: Custom order and customer data that is requested during checkout and automatically transferred to the invoice.
Invoice numbers are assigned automatically in ascending order. Finalized invoices are immutable, corrections are made via cancellation or correction invoices.

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Payment methods

For each booking option, you choose one of three payment methods:
Paying online in advance requires an active Stripe Connect connection. Pay-Later requires that either online payment or payment by bank transfer is allowed in the global settings.
In addition, you can activate the Pay on site option per booking option: customers then do not need to enter any payment details online.

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When do I use this?

  • You want to bill bookings automatically and send invoices: Activate automatic invoice generation per booking option.
  • You offer paid services and want immediate payment: Choose “Pay online in advance” and connect Stripe Connect.
  • Your customers prefer to pay by invoice or bank transfer: Use Pay-Later and activate payment reminders.
  • You work with corporate customers who need collective invoices: Combine Pay-Later or offline payment with customer balances (from the Business plan).
  • Not suitable for: Purely free bookings without billing. Here you can simply leave invoicing deactivated.

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Relationship with other features

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Settings & options

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Global invoice settings

Path: Avatar (top right) → Account settings → Invoicing

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Payment method per booking option

Path: Resource → edit booking option → Payments

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Custom invoice fields

You can request custom data during checkout and display it automatically on invoices, for example a cost center, order number or VAT ID.
1

Create custom data fields

Open Avatar → Account settings → Settings tab. Under Custom order data or Custom customer data, you create new fields. Activate Request during checkout and optionally Required field.
2

Link fields to the invoice

Switch to the Invoicing tab → Invoice fields → + Add data field. Choose a name, category and the custom field you created earlier, then save.
The linked fields then appear on the invoice PDF and in electronic invoices.

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Further reading

Pay-Later

Set up payment by invoice and track payment status.

Invoice draft

Edit drafts, adjust line items and finalize them.

Invoice correction

Cancellation, correction invoice and address change.

Customer balances & collective invoices

Collect invoice drafts and consolidate them at the end of the period.

Accounting with anny

Bank statements, export formats and DATEV workflow.

DATEV import

Set up automatic invoice forwarding to DATEV.

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FAQ

No. Invoicing also works without online payment. You can generate and send invoices via offline payment or Pay-Later (bank transfer) without setting up Stripe Connect.
Yes. The payment method is set individually per booking option. For example, you can configure meeting rooms with online payment in advance and workspaces with Pay-Later.
When “Generate invoice automatically” is active, the invoice is finalized and sent at the time of booking. With Pay-Later, it is generated on the day of the booking and sent to the customer by email.
Yes. Under the global invoice settings you can set the language per organization. Invoices are then generated in the chosen language.

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Troubleshooting

Make sure that either “Allow online payment” or “Allow payment by bank transfer” is activated under Avatar → Account settings → Invoicing. Without one of these two options, Pay-Later is not available.
The field must also be linked under Invoicing → Invoice fields. Simply creating it under Custom order or customer data is not enough.
With offline payment and Pay-Later by bank transfer, you have to set the payment status to “paid” manually. Only with active online payment via Stripe is the status updated automatically.