The app allows members and administrators to use "Personal Invoice" and "Company Invoice" payment methods. These methods allow to include payments for bookings and other purchases in an invoice, rather than require an immediate payment.
Administrators can use the "Personal Invoice" and "Company Invoice" methods when making a booking for another member or themselves, whether or not they have a subscription.
Individual and company members can use these methods by themselves only if they have a subscription with the "Pay with invoice" option enabled.
Prerequisites
The user must have a member role. If you need to make a booking with an invoice for a nonmember, invite them to the Community first.
Make bookings with Invoice payment method as an administrator
Administrators can make bookings on behalf of members with an Invoice for the following services:
Room bookings
Desk bookings
Parking lot bookings
For members without subscriptions
If a user doesn't belong to any company, administrators can only use the "Personal Invoice" method.
If a user belongs to a company, administrators can use the "Personal Invoice" or "Company Invoice" methods.
To make a booking with an Invoice payment method for a member without a subscription, administrators follow these steps:
Select a resource the member wants to book on the Rooms, Desks, or Parking page. Fill out the booking details and choose a member from the "Booker" dropdown.
In the "Payment" section, select the "Personal Invoice" or "Company Invoice" payment method and complete the payment.
Once completed, the payment is added as a pending invoice in the user or company's profile on the Billing page. To manage and issue the invoice, press
Open Billingbutton.
Press
Create Invoiceto make it available for issuance or charging.
Once created, the invoice has a "Draft" status. If necessary, edit it before issuing.
Press
Issueto send the invoice to your member for payment orIssue and chargeto charge the user immediately if they have a default payment method on file.
For members with subscriptions
To make a booking with an Invoice payment method for a member with a subscription and the "Pay with invoice" enabled, administrators follow these steps:
Select a resource the member wants to book on the Rooms, Desks, or Parking page. Fill out the booking details and choose a member from the "Booker" dropdown.
In the "Payment" section, select the "Personal Invoice" or "Company Invoice" payment method and complete the payment.
Once completed, the payment is added to the user's or company's upcoming subscription invoice. Manage upcoming invoice
