Articles on: Payments

Provisional Invoices

When working with corporates, and groups, it's often a hassle to take payments to form them. They either can't pay right away and need a pro format invoice sent to their account department or are concerned about giving their cards details over the phone.

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Provisional Invoice

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

Go to Bookings => Create new order / Open an order.

Provisional Invoice

Click on Provisional order then update the Order.

Update Order

And Confirm the order.

This will now send a Pro format invoice to the customer.

To customise the invoice and email

Go to Account settings, Account emails

Click on Account Emails

Edit the Invoice email and Message

Updated on: 29/03/2022

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