The invoice creation mode defines how and when your invoices are created. You will find this setting under Settings > General Settings > Invoicing.


MANUAL

For businesses that only need to create invoices occasionally (e.g to provide to customer who requests it). You can decide the amount of the invoice and when to close it.

With strict mode enabled, the invoice needs to be created based on payments. You can create an invoice for each individual payment or for all payments.


DEPARTURE (Recommended)

The invoice will be automatically generated and closed on the booking's date of departure. We recommend this option because it will avoid creating new invoices or crediting invoices if there are any changes in the booking before the arrival or during the stay.

If you create any invoices before the date of departure, the remainder will still be closed on the date of departure.

With Strict mode enabled, an invoice will be created for every payment on the day of departure.


CONFIRMATION (Not recommended)

The invoice will be automatically generated and closed when a Pending or Draft booking changes to Confirmed or receives the first payment (which momentarily triggers the Confirmed status).

We do not recommend this option since it will require creating additional invoices or crediting the invoice if items are added or removed from the booking after it has been confirmed.


PAYMENT (For strict accounting requirements)

An invoice will be automatically generated and closed for every registered payment. We recommend this option for businesses with strict accounting requirements or those that integrate with Xero or InvoiceXpress.

With Strict mode enabled, there is a direct relation between invoice lines and payments. This means that when you remove items for a booking that has already been invoiced, you should partially (or fully) refund the payment. If you later add a new item, you must register a new payment to invoice it.


PAID (Not recommended)

The invoice will be automatically generated and closed when a booking is fully paid and achieves the Paid status.

We do not recommend this option since it will require creating additional invoices or crediting the invoice if items are added or removed from the booking after the booking has been paid.

With Strict mode enabled, an invoice will be created for every payment when the booking achieves the Paid status.


Strict mode

The strict mode establishes a direct connection between payments and invoice lines. An invoice can only exist when the payment has been registered. When enabled, regardless of the invoice creation mode, it is not possible to create invoices manually.

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