As an administrator, you can create a booking on behalf of any customer and select the “Invoice” payment method to bill them.
Create a booking with “Invoice” payment method
Go to Resources > Rooms, Desks, Parking, or Equipment.
Select the necessary resource.
Fill out the booking details.
Find the customer in the "Booker" dropdown.
If booking for a brand-new customer with no prior bookings or purchases, select
New nonmemberin the “Booker” dropdown and enter their details. A nonmember profile will be created automatically.
In the "Payment" section, select the "Personal invoice" or "Company invoice" > press
Book.
If this is a booking for a member with a subscription and "Add to subscription invoices" enabled, that's it. The booking will be automatically added to the appropriate invoice.
If this is a booking for:
Member with "Add to subscription invoices" disabled
Member without subscription
Nonmember,
The payment is created as a "Pending invoice item" in the customer's profile > Billing page.
Manage pending invoice items
Go to the customer's profile > Billing page.
If needed, add the customer's billing details on the right-hand panel to appear on the invoice and receipt.
Locate the "Pending invoice items" section.
For a one-time booking, create and issue the invoice immediately.
For regular customers, you can issue a consolidated invoice with all pending items immediately, or when needed (e.g., monthly). They accumulate here until you issue an invoice.
Once items are accumulated, they cannot be split into separate invoices. You can issue only one invoice containing all pending items.
Click
Create invoiceunder the "Pending invoice items" section to generate a draft invoice.
If necessary, edit it before issuing.
Press
Issueto send the invoice to the customer for payment, orIssue and chargeto charge the customer immediately if they have a payment method on file.
FAQs
Can a user book multiple dates with one payment?
Can a user book multiple dates with one payment?
While users can't directly select several dates and book them with one payment, it is possible to include multiple bookings on a consolidated invoice:
Enable "Pay with invoice" for the relevant service in the customer's profile.
The customer can then make multiple bookings using the "Invoice" payment method, and these will be added to the invoice rather than requiring immediate, separate payments for each.
Alternatively, as an administrator, make multiple bookings for the customer and choose the "Invoice" payment method.
Can I purchase an event ticket for a customer and bill it with the "Invoice" payment method?
Can I purchase an event ticket for a customer and bill it with the "Invoice" payment method?
No, currently, administrators can only make bookings on behalf of customers and select the "Invoice" payment method.
How to book and issue an invoice for a nonmember company?
How to book and issue an invoice for a nonmember company?
It is not possible to add a company as a standalone nonmember entity; nonmember profiles are created as individuals. However, you can add the company manager as an individual nonmember. To do so:
Go to the Customers page > press the menu (...) top tight >
Add nonmember.Enter their company billing details in their profile.
When creating a booking for this nonmember, select the "Personal invoice" in the "Payment" section. The system will then automatically generate the invoice using the company details you provided.