Invoicing
Create and send invoices with custom line items.
For bookings that require formal invoicing (corporate groups, events, etc.), Resytech includes built-in invoicing. Invoices are sent via email and can be paid online through Stripe.
Creating an Invoice
- Open a booking or navigate to Dashboard > Invoices
- Click Create Invoice
- Add line items -- these can be pulled from the booking or entered manually
- Set payment terms and due date
- Preview the invoice
- Send the invoice to the customer via email
Invoice Line Items
Line items can be populated automatically from the booking or added manually:
| Source | Description |
|---|---|
| From booking | Activity price, equipment, add-ons, taxes, and fees are pulled in automatically |
| Manual entry | Custom line items with a name, description, quantity, and unit price |
You can mix both sources on a single invoice -- for example, pulling in the booking items and adding a custom line for a deposit or special service.
Invoice Details
Each invoice includes:
- Your company name, logo, and contact information
- Customer name, email, and contact details
- Itemized line items with descriptions, quantities, and pricing
- Taxes and fees as separate line items
- Total amount due
- Payment terms and due date
- Payment instructions (online pay link or manual payment instructions)
Invoice Statuses
Invoice status is tracked automatically and updates as events occur:
| Status | Description |
|---|---|
| Draft | Invoice has been created but not yet sent |
| Sent | Invoice has been emailed to the customer |
| Viewed | Customer has opened the invoice (if tracking is available) |
| Paid | Payment has been recorded against the invoice |
| Overdue | Past the due date with no payment received |
| Void | Invoice has been canceled and is no longer valid |
Payment Collection
When a customer pays an invoice online through Stripe, the payment is automatically recorded against the associated booking. The invoice status updates to Paid and the booking balance is reduced accordingly.
For invoices paid by other means (check, bank transfer, etc.), staff can manually record the payment from the dashboard, which updates both the invoice status and the booking balance.
Related How-To Guides
- Create an Invoice -- Step-by-step guide to creating and sending invoices
- Process a Payment -- Record payment against an invoice
- Configure Taxes and Fees -- Ensure correct taxes appear on invoices