If you are managing your bookings and booking payments through PayDocker, you can use our platform to quickly generate invoices and payment requests for your bookings.
To note: Generating invoice would mean that the payment will be processed through an object. If you intend to collect the payment through a Token, you may skip this step.
There are currently 2 ways to generate a booking payment request:
- Generate through Booking Orders
- Generate through Invoices (We are here now!)
In this article, we will cover how to generate invoices, and generate booking payment requests.
How to access
1. Select Sales, then Validation
You will see all the bookings that have been imported
How to configure
For both Individual and Group bookings, the process is the same.
Once your invoices have been generated, they cannot be edited.
1. Select the bookings (1) you would like to generate an invoice for, then click Generate (2)
2. For group bookings: Select the Issue (1a), then Invoice
For individual bookings, you can select the template (1) you would like to use on the invoice.
3. Then select And Submit (2) and then Generate (3). Once all the invoices have been generated, the status column will change to Completed
4. Click View Result (4) to see the details of all generated invoices
See the full process here
How to view all invoices
1. Click Sales, then Invoice
2. You will see the complete list of all the invoices that you've generated.