> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoicing

> Configure payment methods, invoice settings and custom fields for automatic invoicing in anny.

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.

## 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.

## Payment methods

For each booking option, you choose one of three payment methods:

| Payment method             | Description                                                                                                                    |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| Offline payment            | Payment outside of anny (cash, bank transfer, etc.)                                                                            |
| Pay online in advance      | Customer pays during checkout by credit card, PayPal, Apple Pay, Google Pay, iDEAL, TWINT, EPS, Bancontact, BLIK or Przelewy24 |
| Pay-Later (pay by invoice) | Customer receives an invoice and pays flexibly after the booking                                                               |

<Tip>
  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.
</Tip>

In addition, you can activate the **Pay on site** option per booking option: customers then do not need to enter any payment details online.

## 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.

## Relationship with other features

| Feature                                 | Relationship                                                     |
| --------------------------------------- | ---------------------------------------------------------------- |
| Customer balances & collective invoices | Invoice drafts are collected on a balance and consolidated later |
| Subscriptions & memberships             | Recurring billing automatically generates invoices per period    |
| Communities                             | Permission control over who may book on a customer balance       |
| Cancellation conditions                 | Cancellations trigger cancellation invoices or credit notes      |

## Settings & options

### Global invoice settings

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

| Setting                        | Description                                       |
| ------------------------------ | ------------------------------------------------- |
| Invoice due date               | Payment term in days                              |
| Send payment reminder          | Up to 3 reminders automatically                   |
| Allow online payment           | Activate Stripe Connect for the account           |
| Allow payment by bank transfer | Enable bank transfer as an option                 |
| Bank account / notes           | Account details and free-text note on the invoice |
| Invoice language               | Language of the invoices per organization         |

### Payment method per booking option

Path: **Resource** → **edit** booking option → **Payments**

| Setting                        | Description                                        |
| ------------------------------ | -------------------------------------------------- |
| Payment method                 | Offline / Online in advance / Pay-Later            |
| Generate invoice automatically | Invoice number is assigned immediately             |
| Track payment status           | Orders stay "open" instead of automatically "paid" |
| Pay on site                    | Online payment without required payment details    |

### 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.

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The linked fields then appear on the invoice PDF and in electronic invoices.

## Further reading

<CardGroup cols={2}>
  <Card title="Pay-Later" icon="clock" href="/en/pay-later">
    Set up payment by invoice and track payment status.
  </Card>

  <Card title="Invoice draft" icon="pen-to-square" href="/en/invoice-drafts">
    Edit drafts, adjust line items and finalize them.
  </Card>

  <Card title="Invoice correction" icon="rotate-left" href="/en/invoice-corrections">
    Cancellation, correction invoice and address change.
  </Card>

  <Card title="Customer balances & collective invoices" icon="layer-group" href="/en/customer-balances-and-collective-invoices">
    Collect invoice drafts and consolidate them at the end of the period.
  </Card>

  <Card title="Accounting with anny" icon="calculator" href="/en/accounting">
    Bank statements, export formats and DATEV workflow.
  </Card>

  <Card title="DATEV import" icon="file-import" href="/en/datev-integration">
    Set up automatic invoice forwarding to DATEV.
  </Card>
</CardGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Do I have to activate online payment to create invoices?">
    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.
  </Accordion>

  <Accordion title="Can I use different payment methods for different booking options?">
    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.
  </Accordion>

  <Accordion title="When is an invoice sent automatically?">
    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.
  </Accordion>

  <Accordion title="Can I change the invoice language?">
    Yes. Under the global invoice settings you can set the language per organization. Invoices are then generated in the chosen language.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Pay-Later cannot be selected">
    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.
  </Accordion>

  <Accordion title="My custom fields do not appear on the invoice">
    The field must also be linked under Invoicing → Invoice fields. Simply creating it under Custom order or customer data is not enough.
  </Accordion>

  <Accordion title="The payment status does not update automatically">
    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.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * Feature: payment processing & invoicing. Does not need to be activated separately, it is included in all plans.
> * Online payment must be set up and verified separately via Stripe Connect.
> * UI path global settings: Avatar → Account settings → Invoicing
> * UI path payment method per service: Resource → edit booking option → Payments
> * Three payment modes per booking option: offline payment, pay online in advance, Pay-Later (pay by invoice)
> * Pay-Later requires that either "Allow online payment" OR "Allow payment by bank transfer" is active under Account settings → Invoicing.
> * Invoice fields: create custom order and customer data under Account settings → Settings, then link under Invoicing.
> * Supported online payment methods (via Stripe Connect): PayPal, credit card, Apple Pay, Google Pay, iDEAL, TWINT, EPS, Bancontact, BLIK, Przelewy24, SEPA direct debit (only for subscription billing).
> * Invoice language: can be set per organization (since July 2026).
> * Customer balances (collective invoices) are only available from the Business plan.
> * Related articles for follow-up questions: Pay-Later, invoice draft, invoice correction, customer balances, accounting with anny, set up Stripe Connect.