<aside> Once a transition is marked as Due, you can send an invoice for the items listed in that transaction. Here, you will learn how to download (in .pdf format) and send the invoice of a transaction via email. By default the email is sent to the profile linked to the transaction.
Not sure how to mark a transaction as due? Check out this help Part Payments and Issue Passes/Events for future payment (Due payments)
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Transactions can have the following states:
Open: Open transactions are transaction that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.Due: Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. All Items are issued to the linked profile. Available on Business and aboveSucceeded: Transactions that have been successfully processed and completed.Cancelled: Transactions that have been intentionally terminated.Refunded: Transactions for which a full refund has been issued.Partial Refund: Transactions for which a part refund has been issued.</aside>
<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" /> You can only send or save invoice of transactions that are Due
Attention: Managing Due Invoice Settlements in BETA
BETA's built-in invoicing feature (available on the Business Tier) allows you to issue and manage customer invoices directly through the platform. When setting up invoicing, you have two main options for how customers can settle their invoices:
Integrated Payment Methods:
You can include a payment link on the invoice, allowing customers to pay using your connected payment provider (e.g., card or direct debit). You have full control over which payment methods are available, and settlements are tracked automatically in BETA. See how to do that, here › Create a Due Transaction with a Online Payment Link
Bank Transfer (Manual):
Alternatively, you can include your business bank details on the invoice. This allows customers to pay via manual transfer. Please note that choosing this option does not allow for automated payment tracking and reconciliation within BETA. You will need to manually Add Payments in the BETA dashboard.
For the most efficient and automated experience, we recommend using an integrated payment method where possible.
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What is a Invoice Template?
How do I fully customise and edit the design of the invoice, as I would like to have the invoice fully match my brand?
Why is the invoice not filled with a Stripe payment link?
Can I generate a Stripe payment link after creating the Due transaction?
Can I send out custom Invoice per Event Template or Price?
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To generate a due transaction with a Online payment link, create the Due transaction as and assign as a payment method:
This ensures an Online payment link is included in the invoice when sent, allowing the recipient to pay online.
Payments may be added to transactions through the POS or directly in the transaction pop-up.
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Follow along to see how to access the Stripe payment link
Share a Payment**-Specific Link**
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking for how to cancel a payment, and a transaction?
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