Invoicing
Send customers a secure payment link to collect outstanding booking balances.
Invoices in Resytech are payment requests tied to a booking. When a booking has an outstanding balance -- a deposit, a rescheduled price increase, or an added charge -- you can create an invoice that emails the customer a secure link to pay online through Stripe. The payment is recorded against the booking automatically.
Invoices do not have their own line items, due dates, or payment terms. The amount you enter is the amount charged, and the customer's payment page shows their booking summary alongside it.
Creating an Invoice
Invoices are created from within a booking -- there is no separate page for creating them (to review all invoices at once, see the Invoices Report).
- Open the booking from Dashboard > Bookings
- Click the three-dot actions menu and select Create Invoice (the action only appears when the booking has an outstanding balance)
- Configure the invoice:
| Field | Description |
|---|---|
| Invoice Amount | The amount to charge, in dollars. Defaults to the booking's outstanding balance; can be lowered for a partial payment or deposit. |
| Payment Confirmation | When enabled (the default), the booking status automatically changes to Confirmed when the customer pays. Useful for pending bookings awaiting payment. |
| Email Delivery | Send to the customer's email on file, send to a different email address, or don't send an email at all (you deliver the payment link manually). |
- Click Create Invoice
The invoice is created with a status of Open and, unless you chose manual delivery, the customer receives an email with the payment link and a PDF copy of the invoice attached.
Viewing Invoices
Once a booking has at least one invoice, an Invoices tab appears in the booking view. Each invoice card shows the amount, status, whether auto-confirm is enabled, created and last-updated dates, and the override email address if one was used.
To see every invoice across all bookings in one place -- and find what's still unpaid -- use the Invoices Report at Dashboard > Reports > Invoices. It lists all invoices with their status and balance, an outstanding-by-age summary, and per-row actions to download the PDF, open the booking, resend the email, or copy the pay link.
Invoice PDF
Every invoice has a formatted PDF document showing your company logo, the billed-to customer, the booking details, the receipt line items, and the amount due. The PDF reflects the invoice's current status:
- Open -- shows the amount due with a link to pay online
- Paid -- shows a paid receipt with the payment date
- Closed -- marked as closed with no payment due
The PDF is delivered by email only -- there is no public download link, so the document (and the customer details on it) never travels beyond the recipient you chose:
- When the invoice is sent (original send and any resend), the email includes the PDF showing the amount due.
- When the invoice is paid, a payment-received email goes to the same recipient automatically, with the updated PDF -- now marked Paid with the payment date -- attached as the customer's receipt.
Operators can also download the current PDF at any time from the invoice card on the booking's Invoices tab.
Invoice Statuses
| Status | Description |
|---|---|
| Open | Invoice has been created and is awaiting payment |
| Paid | Customer has paid the invoice |
| Closed | Invoice was canceled before payment; the payment link no longer works |
Editing and Canceling
Open invoices can be edited: click the edit button on the invoice card to change the amount, the auto-confirm setting, or the delivery email. Check Send updated invoice email to customer before saving to notify the customer -- this resends the same payment link, useful when the original email was lost or went to spam.
To cancel, open the same edit dialog and click Cancel Invoice. The status changes to Closed and the link is deactivated.
Paid and Closed invoices cannot be modified.
Payment Collection
When a customer pays an invoice online, the payment is processed through Stripe and automatically recorded against the booking -- it appears in the booking's payment history and in reports exactly like a dashboard card payment. The invoice status changes to Paid and the booking balance is reduced accordingly. If Payment Confirmation was enabled and the booking was pending, it is confirmed and a confirmation email is sent.
For payments received by other means (check, bank transfer, etc.), record the payment from the dashboard and cancel the open invoice so the customer can't also pay online.
Multiple Invoices
A booking can have multiple invoices. Common uses:
- Installments -- send a deposit invoice now and a final balance invoice later
- Split billing -- send invoices to different email addresses for the same booking (e.g., a corporate contact and the individual customer)
Related How-To Guides
- Create an Invoice -- Step-by-step guide to creating and sending invoices
- Send a Booking Invoice -- Managing invoices from the booking view
- Process a Payment -- Record a payment directly from the dashboard