Create an Invoice

Invoices in Resytech are payment links tied to a booking. When you create an invoice, the customer receives an email with a link to a payment page where they can enter their card details and pay. The payment is processed through Stripe and automatically updates the booking balance.

Prerequisites

• A booking with an outstanding balance greater than $0.00.
• The booking must not be canceled.
• A connected Stripe account (see Set Up Stripe).
• The customer must have a valid email address on file.

Create an Invoice

1. Open the booking from Dashboard > Bookings.
2. Click the three-dot actions menu and select Create Invoice.
3. Configure the invoice:

4. Click Create Invoice.

The system creates the invoice with a status of Open and generates a unique token for the payment link. Unless you chose Don't send email, the customer receives an email with the link.

Invoice Statuses

How the Customer Pays

When the customer clicks the payment link:

1. They see a summary of their booking and the amount due.
2. They enter their card details using Stripe Elements (a secure, PCI-compliant payment form).
3. If the card requires 3D Secure authentication, they are prompted to complete it.
4. On success, they see a confirmation with their booking confirmation code.

The payment page validates several things before allowing payment:

• The invoice is still open.
• The booking is not canceled.
• The booking still has an outstanding balance.
• The booking's time slot is still available (for draft bookings).
• Any required agreements/waivers have been acknowledged.

What Happens After Payment

When the invoice is paid:

1. The invoice status changes to Paid.
2. A CustomerPayment record is created with the Stripe PaymentIntent ID.
3. The booking balance is reduced by the paid amount.
4. If Payment Confirmation was enabled and the booking was in draft/pending status, the booking status changes to Confirmed and a confirmation email is sent.
5. Calendar sync is triggered if Google Calendar integration is active.

Edit or Resend an Invoice

Open invoices can be edited -- to change the amount, the confirmation setting, or the delivery email -- and the same dialog is how you resend the payment link:

1. Open the booking and go to the Invoices tab.
2. Click the edit button on the open invoice.
3. Make any changes, and check Send updated invoice email to customer if the customer needs a fresh notification (e.g., the original email was lost or went to spam).
4. Click Update Invoice.

The resent email contains the same payment link. Paid and Closed invoices cannot be edited.

Race Condition Protection

The invoice payment system includes safeguards against duplicate payments:

• Row-level locking: When a customer submits payment, the invoice row is locked at the database level to prevent concurrent modifications.
• Pending payment detection: If a payment is already in progress (e.g., the customer has a 3D Secure prompt open), a second payment attempt is blocked with the message "A payment is already being processed for this invoice."
• Idempotency keys: Each payment attempt includes a unique idempotency key sent to Stripe, preventing duplicate charges on retries.
• Stale payment cleanup: If a previous payment attempt failed or was canceled, the system automatically clears the stale reference and allows a new attempt.

3D Secure (3DS) Flow

Some cards require 3D Secure authentication. When this happens:

1. The initial payment returns a requires_action status.
2. The PaymentIntent ID is stored on the invoice to prevent concurrent attempts.
3. The customer completes 3DS in their browser (e.g., entering a code from their bank's app).
4. On success, the payment is retried with the authenticated PaymentIntent.
5. The invoice is marked as paid and the balance is updated.

If the customer abandons the 3DS flow, the PaymentIntent eventually transitions to canceled or requires_payment_method. The next time the customer visits the payment link, the stale PaymentIntent is cleared and they can start a fresh payment.

Tips

• The amount can be changed after creation. Edit the open invoice to update the amount -- the payment link stays the same, so check the resend option so the customer sees the corrected amount.
• Use Payment Confirmation for pending bookings. This eliminates the need to manually confirm bookings after the customer pays their deposit or full balance.
• The email override field is useful for group bookings where a corporate contact pays on behalf of the participants.
• Invoice payments create the same payment records as dashboard card payments. They appear identically in reports and the booking's payment history.

What to Do Next

• Process a Payment -- add a payment directly from the dashboard instead of sending an invoice.
• Set Up Auto-Expire -- automatically cancel bookings if the invoice is not paid by a deadline.