Configure invoice template settings and appearance.
First step is to set up your invoice template in Settings - Invoice settings.
You can define Currency, Tax, %, Invoice due, Sender data, Notes, Footer and Logo.
Then, your account will be ready to start creating invoices. You can create one or more invoices per booking.
If you want to see how your invoices will look like, I recommend you create a test booking and issue an invoice to tweak your invoice template if necessary until you reach the necessary until you achieve the desired look and feel;
How to create invoices
1) Go to a booking's Details.
Go to your Bookings tab, click on the Guest's name and open its Details.
2) Start a new Invoice
Inside in the Details of a booking, scroll down to Invoices. Add an invoice by clicking on the icon. + icon;
Edit the pre-filled items if necessary and/or insert new ones.
3) Create or Create and send
Once your invoice is ready, you can either Create it to save it, or Create and send to send it immediately to the guest.
After creation, you can download it as a PDF and you can see how it looks like:
Don't worry - you can change the invoice number again on your next invoice!
Optional: Modify an invoice
You can select the invoice you want to edit, click on the pencil and make changes.
More information about invoices here
Comments
4 comments
Is it possible to create content in the invoice in Thai language?
it would be great to add stripe payment button when sending invoices (optional)
Hi OKAS Agency,
Thank-you for your comment, I happened to find it by chance. In the future we recommend you to please open a ticket from your Smoobu session "Help" for quick assistance from the Smoobu team.
Sorry however the invoice template is not possible for the Thai language, sorry. It is available for: English, French, German, Spanish, Italian, Dutch, Greek, Portuguese, Polish and Russian. You can switch the chosen language in the top right-hand corner of Smoobu, then create your invoice.
Kind regards,
Erika from Smoobu
Hi Luke,
For now there isn't a Stripe button integrated onto the invoice, it is just for PayPal.me.
For Stripe payments, the balance collection options are either to manually charge the remaining, or send a Stripe link to pay the balance.
I agree the suggestion to have a Stripe button is indeed useful however we don't currently plan to implement it. That said, never say never ;)
Kind regards,
Erika from Smoobu
P.s. For quick support, we recommend you to open a ticket from your Smoobu session "Help" as this comments section doesn't alert us of your question. Best to always submit a ticket!
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