An invoice can be paid by the participant by bank transfer or via an activated payment system [German version]. Incoming payments by bank transfer can be entered in the participant’s account in the open invoices by clicking on the button Invoice Paid or you can also create a new manual transaction in the Account tab.
Enter the necessary data for the invoice creation such as bank details, invoice number and deadline. Data which remains unchanged over time can also be entered directly into the invoice.pdf template, such as your VAT number for example.
Automatically create an invoice
This setting causes an invoice to be automatically created and sent with each booking confirmation.
Allow manual creation
If you do not want to send an invoice with every booking but want to give the participant the opportunity to create an invoice himself, choose this option.
Changes will be effective immediately after saving.
The admin has the possibility to create and send an invoice at any time. For this purpose, the data in Invoice Settings must be stored.
Your bank account details in the invoice
Some providers want to redefine the start of the invoice number every year.
Deposit / deferred payment / partial invoice
Would you like your customers to pay a deposit when they register? Would your customers like to pay by installments or would they like a partial invoice? Here we show you how to implement this.
Are the payment options different per offer?
Enter an additional text block [German version] in an offer. There are three different text blocks available per offer which you can formulate according to your needs. Under the following link you will find more detailed documentation on how to create a text block. Additional Information using Text Blocks [German version]
Once you have generated the text block you can integrate it into your invoice mail.
Are the payment options identical for the whole edoobox account?
Enter the invoice text directly in the e-mail templates [German version].
Currently it is still necessary to check the incoming payments and, if necessary, send reminders to the customer. For this we recommend creating your own e-mail template in edoobox [German version].