Sending an Invoice

This feature allows you to email your customers an invoice which they can click to pay via credit card. Invoicing is available for back-office bookings at the time of original booking and for bookings with an outstanding balance. Learn more about how to Collect Balance via Invoice.

Not seeing invoicing for your account? Chat with us or email support@xola.com to get set up.


Create an E-Invoice

  1. Make a back office booking as normal through the Book button.
  2. Optionally choose to Add Custom Charge or Modify Taxes and Fees.
  3. In the Payment section choose the Screen_Shot_2020-08-10_at_4.41.37_PM.pngicon, to select sending an invoice. 
  4. Enter in the number of days prior to this experience that the invoice must be paid.
  5. Enter in an optional message to the customer.
  6. Click Send Invoice.

Tip: You can send an invoice for the full amount or a Deposit.

Screen_Shot_2020-08-10_at_4.42.47_PM.png

The customer can pay the invoice through the email (detailed below in the Customer Experience section), or you can click Collect Balance on the Purchase tab to settle through the back office.

Note: Until the customer pays the invoice, they'll remain in the Pending Action Queue and a balance will remain open on their purchase. Xola will not automatically collect the balance.

 

The customer can pay the invoice through the email (detailed below in the Customer Experience section), or you can click Collect Balance on the Purchase tab to settle through the back office.

Tip: Need to resend the invoice? Inside the customer purchase just hit "Resend Invoice" to send an updated copy of the invoice that includes any changes to the pricing, payment, or booking.

 

 The Customer Experience

  1. After you send the invoice, the customer will receive an email containing the invoice, the "Pay Invoice" button, and details regarding the experience.
  2. The customer will click the green Pay Invoice button
  3. A secure checkout window will open up where the customer can pay by credit card.
  4. Once the customer pays through the checkout window, Xola will automatically update the purchase.
FYI: If the customer has not paid the invoice 24 hours prior to the designated due date, Xola will automatically send the customer a reminder email containing a link to pay.

 

Screen_Shot_2017-05-23_at_4.21.16_PM.png

Screen_Shot_2017-05-23_at_3.57.29_PM.png

 

Was this article helpful?
0 out of 0 found this helpful