Before creating your first invoice, you may want to connect a Payment Gateway with Tokeet. Doing so will allow your guests to pay via a "Pay with Card" button, right in the electronic invoice you send them.
How to Create and Send an Invoice:
First, open the inquiry details overlay for the booking you would like to invoice for. This can be done by either clicking on the booking in your calendar view, or by navigating to the inquiries module and selecting the inquiry there.
On the inquiry details overlay, navigate to the Invoices tab.
Click the Add Invoice button.
Tokeet will auto generate an invoice based on the billing information in the inquiry. If you wish to create a blank invoice click the dropdown arrow on the Create Invoice button and select General Invoice.
You may make changes, or add line items to the invoice by clicking "Add Item". For example, you may want to include your cleaning fees as an extra line item.
Towards the bottom of the invoice, you may enter in your Payment Terms, Payment Instructions, and Notes. All of these will be visible to your guest.
Set an invoice date and invoice due date.
Once you are satisfied with the invoice, click "Save" That’s it! Your invoice has been created.
After Saving your invoice, you will remain on the invoice with the option to perform any of the following actions.
• Mark as Paid, Unpaid, or Canceled. If you have charged a user via another method or taken a cash payment it will sometimes result in you needing to manually mark the invoice status as paid. If a payment to you has failed, you may need to change the invoice status to unpaid.• Preview the invoice. See exactly what the guest will see when they click on the link to your invoice.• Print your invoice. Retain a hard copy of the invoice for your records or to present to the guest should they ask for a paper receipt.• Send the invoice or Schedule the invoice to be sent out.
When you send an invoice to a guest they will receive a link to the invoice. If you need to make future updates to your invoice, you may do so--and your updates will be immediately visible to the guest at the same link. There’s no need to create a new invoice.
As always, please contact us with questions any time. We're happy to help.
