Billing an activity - Reservit Activities | Scribe
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Billing an activity - Reservit Activities
Reservit Canada |
0 step |
2 minutes
Reservit
In Bookings > Booking manager, search for the reservation and click on Access to billing.
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Click "Access to billing"
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You will find the corresponding account lines. To add an additional one, click on New line.
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You can select an existing service or create a new one.
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Click "VALIDATE" to add it.
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To create your invoice, click on "INVOICE".
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You will then see the Proforma invoice (the draft of your final document). Click on "ADD PAYMENT" to notify a payment manually. If the payment is taken at booking with Stripe, the payment line will already be filled in automatically.
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Once all changes have been made, click on "INVOICE" to generate the final invoice.
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You can print the invoice.
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You can download the invoice in PDF.
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You can send the invoice to your customer by email.
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Click on send to validate the email.
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You can edit the invoice to change certain elements such as the account or payment lines. You will not be able to change the customer's name once the invoice is generated, you will have to cancel it and recreate it.
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