Members and administrators can use "Personal Invoice" and "Company Invoice" payment methods. These methods allow payments for bookings and other purchases to be included in an upcoming invoice rather than requiring immediate payment.
Administrators can use the "Personal Invoice" and "Company Invoice" methods when making a booking for another member or themselves in Spacebring, 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 administrators need to make a booking with an invoice for a nonmember, invite them to the Customers first.
The user or the company to which the user belongs must have an active subscription with the "Pay with invoice" option enabled so that members can pay using the "Invoice" payment method themselves.
Make bookings with the "Invoice" payment method as a member
Members can pay with an invoice for the following services:
Room Booking
Desk Booking
Events
Shop
Credit Packages
Users can use the "Invoice" payment method for bookings only after administrators enable the "Pay with invoice" option in users' or companies' subscriptions.
Members follow these steps to create a booking with the "Invoice" payment method:
Once a subscription starts, members select the service they want to purchase > select the "Company Invoice" or "Personal Invoice" payment method.
2. Members press Book to complete the payment.
3. Members review the upcoming invoice in real-time on Locations > Membership > Billing page (under the personal or company section) > "Upcoming Invoice" right below the "Subscription.
4. When the subscription renews, or if administrators issue the preliminary invoice, members receive a single invoice that includes all the purchased items for payment.
Here is an example of the invoice that members receive with all the included items:
Make bookings with the "Invoice" payment method as an administrator
Administrators can make bookings on behalf of members with the "Invoice" payment method for the following services:
Room bookings
Desk bookings
Parking lot bookings
For members without subscriptions
Administrators can only use the "Personal Invoice" method if a user doesn't belong to any company.
Administrators can use the "Personal Invoice" or "Company Invoice" if a user belongs to a company.
Follow these steps as an administrator:
Go to Spacebring > Resources > select Rooms, Desks, or Parking pages > select a resource that you want to book for a member. 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 press
Book.
Once completed, the payment is added as a pending invoice to the user or company's profile. 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, follow these steps as an administrator:
Go to Spacebring > Resources > select Rooms, Desks, or Parking pages > select a resource that you want to book for a member. 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 > press
Book.Once completed, the payment is added to the user's or company's upcoming subscription invoice. Manage upcoming invoice
