đĄ Invoice
An Invoice is independent from the Booking or Event.
Key Details:
Line Items are managed separately from the Booking.
Adding, removing, or editing items on the Invoice will not affect the Booking or Event Line Items (and vice versa).
Guestrooms can be added directly to an Invoice.
The Amount Due is the total of all items, including applicable taxes and fees.
You can apply a discount to the total Invoice.
If the discount amount is 0%, the discount line will not appear on the guestâs view of the Invoice.
đ Connected Invoice
A Connected Invoice keeps your Booking and Invoice Line Items synchronized.
Key Details:
Menu Items are shared between the Booking and the Connected Invoice.
Updates on one will automatically update the other.
Guestrooms cannot be added to a Connected Invoice.
Ideal for scenarios where you want Invoices and Bookings to reflect the same Line Item details.
Guests can pay either Invoice type by credit card using Event Templeâs Stripe Integration.
𧎠Invoice Stages
Each Invoice moves through several stages depending on its progress and purpose.
Draft
Add or adjust items, quantities, prices, taxes, and discounts.
Use this stage while preparing the Invoice before sharing it with your guest.
Sent
Similar to a Draft, but typically shared with your guest.
You can still make edits.
Allows you to report separately on Invoices that have been sent versus those still in draft.
Finalize
Locks all revenue-related details (items, quantities, prices, etc.).
Once finalized, the Invoice cannot be edited or deleted.
You can void a finalized Invoice if needed.
â ď¸ Connected Invoices cannot be finalized.
Void
Can only be applied to Invoices with no payments recorded.
You cannot add payments to a voided Invoice.
When a Bookingâs status changes to Lost, all unpaid Invoices will automatically be voided.
Guests will see âVoidâ on their Invoice view.
â ď¸ Connected Invoices cannot be voided.
âď¸ Important Considerations
Admin users can customize Invoice Settings, such as payment terms.
The Amount Due always displays your organizationâs currency symbol and code.
A Booking can include multiple Invoices or Connected Invoices.
An Invoice can be converted into a Connected Invoice.
Once converted, Menu Items will sync automatically with the Booking or Event.
When deleting:
Connected Invoice: Youâll be prompted to decide whether to also remove the shared items from the Booking or any Events they appear on.
Regular Invoice: Items will be deleted along with the Invoice, since they arenât shared with the Booking.
Guests will not see a distinction between Invoice types.
âConnected Invoiceâ is not displayed anywhere on the guestâs view or PDF download â this is for internal use only.
đ Additional Information
Invoices and Connected Invoices can only be created within a Booking.
Review your invoicing process regularly to ensure consistency across Bookings, Events, and Revenue Reports.
To accept credit card payments, ensure your Stripe Integration is active and correctly configured in Settings â Integrations.