Payments and invoices

Payments and invoices are managed on two separate pages in the sidebar: Payments and Invoices.

---

Payments

The Payments page lists all customer payment transactions for your venue.

Filtering

Use the filter panel to narrow results by:

• Date range — when the payment was made
• Status — e.g. succeeded, refunded, pending
• Payment source — e.g. online card, invoice, employee benefit provider
• Payment integration — filter by connected payment provider
• Customer — search for a specific customer

Exporting payments

Click Export payments to download the current filtered view as a CSV file.

VAT report

Click Generate VAT report to open the report dialog. Select:

• Date range — the period to cover
• Report scope — generate for the current venue only, or for all venues in your company
• Email (optional) — override the address the report is sent to; defaults to your company's configured email

The report is queued and delivered by email.

---

Invoices

The Invoices page lists all invoices across your company, with their current status.

Creating an invoice

Click Create new invoice to open the invoice drawer. Fill in:

• Customer to invoice — search for a registered customer or an external customer.
• Invoicing date — the date shown on the invoice.
• Days until due — choose 7, 14, or 30 days.
• Line items — add one or more rows with a description, quantity, unit price, and VAT rate. At least one line item is required.
• Invoice message (optional) — a custom message included in the invoice sent to the customer.

Click Create invoice to save.

Your company must have bank details configured before invoices can be sent or downloaded. Add them under Settings → Invoicing.

Invoice actions

Click any invoice to open it, then use the Actions menu to:

• Edit — modify an unsent invoice
• Delete — remove a draft invoice permanently
• Send invoice — deliver the invoice to the customer by email
• Download PDF — save a copy locally
• Update status — manually set the invoice status
• Mark as paid — record a payment against the invoice
• Create credit note — issue a credit note against the invoice

Filtering

Use the filter panel to narrow results by customer, invoice status, invoice date range, sent date range, transaction date range, open-before date, and whether the invoice is or has a credit note.

Exporting

Click Export data to export invoices or invoice transactions to a file.

---

External customers

To invoice a company rather than an individual, create an external customer first. Go to the Customers section, open the External customers tab, and create an entry with the business name, Business ID, VAT ID, and e-invoicing details.

External customers appear in the customer search when creating an invoice, and their business details are included in the generated invoice.