Business customers often need an invoice for their accounting. In EventSquare, you choose how to handle this: create invoices yourself based on their details, or have them created automatically with the Invoicing module.
By default: customers enter their company details
At checkout, a customer can tick I place this order for a company and enter their company details.
No invoice is created. Your customer receives a proof of payment.
You create the invoice yourself, for example in your accounting software.
You'll find the details in your export: Orders › Export › Tickets.
With the Invoicing module: automatic sales invoices
Is the Invoicing module active? Then your customer sees I would like to have an invoice at checkout.
We automatically create a sales invoice in your organization's name, with a sequential invoice number.
Your customer can download the invoice as a PDF from the confirmation email.
In your financial report (Reports › Financial), you see private and business sales separately.
Create an invoice afterwards
Did a customer order as a private individual and ask for an invoice later?
Open the order.
Click Create invoice.
The invoice gets today's date. You can then send it to the customer.
Download all your sales invoices
Go to Settings › Sales invoices, choose a Period and click Download. This way you give your accountant all invoices at once. You'll find credit notes on the same page.
Peppol
Want to send sales invoices to business customers via the Peppol network? Turn on Peppol in Settings › Organization details › Preferences.
What needs to be in order?
Your organization details are complete: Settings › Organization details.
The VAT rate of your tickets is correct: Tickets › ticket › Settings › VAT rate.
Activate the Invoicing module
Go to Settings › Organization details › Preferences and, next to Invoicing module, click Contact us. We activate the module for your account.