Create and send invoices
Turn a booking into a clear invoice, send it to the customer, and keep its balance in sync.
Guide typeStep by step
Estimated time2 minutes
Best forPayments
Open Invoices & Billing to find invoices or create one from a booking.
Invoice workflow
- Confirm the booking customer, package, add-ons, discounts, tax treatment, and payments.
- Create the invoice and review every line item.
- Set a clear due date and customer message.
- Preview the customer-facing invoice before sending it.
- After payment, confirm both the invoice and booking show the correct balance.
Avoid duplicates: search by customer and booking before creating another invoice. Correct an existing draft when possible.