Articles on: Payments

Provisional Invoices

Send provisional invoices when working with corporate bookings and school trips - less hassle, better customer service.

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


Easily create a new order in your dashboard. Click on Create > 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.

Click on 'Add Booking'

Complete the booking details > Apply discounts when applicable


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

Updating the order to be provisional


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.

Confirm the order to send a pro forma invoice.


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

Navigate to Settings > Account E-mails >  Proforma Invoice Email

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

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