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.
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.
How to manually create invoices
1. Click + Create invoice, fill in the invoice creation form, then click Create
3. Click on the draft invoice to edit the details
4. Configure the Due Date, and Items of the invoice through these 2 buttons
5. Once you have completed filling in the invoice, click Finalise
Once you click Finalize, the invoice will be automatically sent to your partner's PayDocker accounts.
You can also send the invoice to their emails by clicking Send Invoice