Invoices

Create price overviews or orders. And add your own logo and layout. The workflow lets you determine when to create these and how to send them: immediately after booking, after payment is received, or after the booking deadline, and manually or automatically. For example, send them as a PDF attachment in a cover email to the customer. You can also store various financial details for a company or customer, such as IBAN number, BIC number, and payment methods.

Do you often lose track of all the financial data? i-Reserve offers several options to clearly display this overview and automate many processes. For example, you can filter all your invoices or draft invoices and automatically send them periodically to an email address, for example, to your financial administration. Or export an overview of your outstanding items. Create tasks for your colleagues and assign them a deadline. You can assign a category, assign an action, and assign a task to a colleague. View a clear overview of reservations that have already been invoiced, paid, or still need to be paid. You can assign statuses to reservations for a clear overview. Decide which users have access to invoicing and who can create invoices. Through user management, you can determine which user groups a user belongs to and the associated permissions. Merge your draft invoices so you can invoice them all at once into one final invoice. And invoice a specific customer periodically. This includes monthly subscription costs for group lessons or annual rental of a meeting room.