Before creating your first invoice, you may want to connect a Payment Gateway with Webready. 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 Booking List and selecting the inquiry there. Then, scroll to the invoices section and click New Invoice.
Webready will auto-generate an invoice based on the billing information in the inquiry.
You may make changes, or add line items to the invoice by clicking Add Line Item. For example, you may want to include a fee as an extra line item.
Towards the bottom of the invoice, you may enter 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 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.• Once the invoice has been saved, you will have the option to 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.
