Provisional Invoices

How to Create a Provisional Invoice with TicketingHub

Managing corporate and group payments can often present challenges. For instance, clients may not be ready to pay immediately and may require a pro forma invoice sent to their accounts department. Alternatively, they may express concerns about sharing their card details over the phone.

Thankfully, TicketingHub provides an efficient solution to consolidate all your sales into one hub, making the payment process smoother and more secure.

This article provides a comprehensive guide on how to streamline your payment process for corporate and group bookings using TicketingHub.

QUICK LINKS: How to issue Provisional Invoices
1. Initiate a New Order
2. Complete Booking Details
3. Update the Order
4. Confirm the Order
5. Customizing the Invoice and Email

Here's a video to show how it works:

Creating Provisional Invoices

A provisional invoice can only be made by a user from the backend or the Outpost (Mobile POS).

Initiate a New Order

Go to Dashboard
(+) Create button > New Order

Complete Booking Details

On the booking page or box office > Click on Add Booking button
Fill-in the details for the group booking. You may adjust the price/rates if you are giving them a discount.

Update the Order

To complete the order, you must first update it into a Provisional Order.

Booking Page > Quick Update box
Check Provisional Order
Click Update Order

Confirm the Order

Confirm the order to complete the process. Once you've done this, a pro forma invoice will be automatically sent to the customer.

Customizing the Invoice and Email

You also have the option to customize the invoice and email sent to the customer.

To do this:

Go to Account settings
Navigate to Account emails
See Proforma invoice email > Edit



With these steps, managing corporate and group payments becomes more straightforward, reducing the time and effort needed to handle such transactions.

You may also ask ...

What are the different payment types supported by TicketingHub?
What is the difference between a ticket, a voucher, and a coupon?
How can I enable my guests to manage their own bookings?

Updated on: 23/06/2023