Invoice request:
Go to Setup > Payment Methods:
- Toggle on Invoice payments
- This will then open a pop up where you can configure the threshold and to add the bank details to appear on the invoice
- The invoice will be attached to the Payment Confirmation – Invoice Request communication template sent to the guest
- If you want everyone to be invoiced for payments above a certain threshold (e.g. £1), add in your amount and then toggle on the Force Invoice Payment Threshold
- If the Force Invoice Payment Threshold is not toggled on, the guests will get an option to either pay with card details or request an invoice if the amount is above of the one you have set
You can then also customise your invoice template with your own logo etc by clicking on the “Customise receipt/invoice template” at the top right corner.
Offline Payment
Go to Setup > Payment Methods:
- Toggle on Offline option
- This will then open a pop up where you can configure the threshold and to add the bank details to appear in the Payment Confirmation – Offline Payment communication template sent to the guest
- If you want everyone to choose offline payment above a certain threshold (e.g. £100), add in your amount and then toggle on the Force Offline Payment Threshold
- If the Force Invoice Payment Threshold is not toggled on, the guests will get an option to either pay with card details or choose offline payment (e.g. bank transfer) if the amount is above of the one you have set
Invoice request
Offline Payment
