Invoices from bookings
Let meetergo create an invoice for every booking paid manually. How drafts, invoice dates, tax exemptions, cancellations and reschedules work.
When your clients don't pay online, meetergo can create an invoice for every booking automatically. The amount, service and appointment come from the booking.
Set it up
- Open your meeting type and go to Payment.
- Set the price. With Price options, your client picks one of several prices when booking, and the chosen option appears on the invoice.
- Choose Manual Payment.
- Turn on Create an invoice automatically after booking.
- Optional: turn on Ask for billing details on the booking page so your client enters their billing address while booking.
If the booking has no address, meetergo uses the address of the matching contact in your CRM when one is saved there.
Draft or issue right away
In the Invoicing settings, under Invoices from bookings, you decide what happens after a booking:
- Issue invoices immediately off: you get a draft. It has no number yet and you can change anything.
- Issue invoices immediately on: the invoice is issued with a number straight away.
To issue a draft, open it and click Finalize and send. Only then does it get a number.
Drafts let you bill after the appointment: the booking creates the draft, and you issue it once the session has taken place.
Invoice date and due date
- Delivery date is the day of the appointment.
- Invoice date is the day you issue the invoice, not the day of the booking.
- Due date counts from the invoice date, using the payment term in your settings.
A date you change in the draft yourself stays as you set it.
When an appointment is cancelled or rescheduled
| What happens | Draft | Issued invoice |
|---|---|---|
| Appointment cancelled | is deleted | stays |
| Appointment rescheduled | delivery date and appointment line move along | stays |
For a group appointment, this only affects the invoice of the person who cancelled or rescheduled.
An issued invoice can no longer be changed. If the appointment was cancelled and the invoice should no longer apply, create a cancellation. For a cancellation fee, create a new invoice.
VAT
- Small business (§ 19 UStG) in the invoicing settings: no invoice shows VAT, and every invoice carries the small business note.
- Bill as a tax-free service on the meeting type under Payment: invoices for this meeting type are created at 0 % with the tax exemption note under § 4 UStG. Change the wording under Tax exemption wording.
The small business rule always applies to the whole company. It takes precedence over the meeting type setting.
Every booking gets its own invoice. Combining several sessions of one person on a single invoice is not automatic yet.
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