Invoice Strategy

Automated and customising invoice generation

This function allows you to automate the creation of invoices when new Reservations are made or Requests are changed to Reservations.

To access the setup page:

Navigate to Product Setup → Invoice Strategy

Invoice Strategies can automatically create invoice(s) taking into account the situation:

• Booking Source

  • Direct bookings via manual entry.

  • Direct bookings via website booking engine.

  • Travel agent bookings.

• What month the booking took place.

• How far in advance the booking is made prior to the lesson date.

This gives you the flexibility to automate policies such as bookings made far in advance are deposit now and final payment later, or bookings made close to the lesson date need to pay in full now.