Generate invoices for customer bookings

Customers often request invoices to document their bookings or for tax purposes. Follow the steps below to enable customer access to booking invoices and allow team members to generate invoices on their behalf.

Set up invoicing

1. If you're tax registered, make sure you have your taxes set up on Easol and add any necessary tax numbers to ensure they appear on all invoices.
2. Log in to your Easol account and navigate to Settings > General.
3. Ensure that your Trading Address is correct, as it will appear on all invoices. The address should match your registered business address to maintain compliance.
4. Toggle on Enable invoicing.

How customers access invoices

Once your tax number and trading address are set, and invoicing is enabled, customers can request an invoice by clicking on the View invoice link in the Booking Confirmation email. See an example of this button link pictured below:

Generate and send invoices

If you need to generate an invoice on behalf of a customer, you can do this directly in the customer booking.

1. Navigate to Bookings > All Bookings in Easol.
2. Select the relevant booking for which the invoice is needed.
3. In the Payments area of the booking, click Generate invoice. A drop-down will show previously generated invoices (if any). These invoices can be viewed and downloaded.
4. Review the invoice preview to confirm all details are accurate, including:
   • Customer name and contact details
   • Booking details (i.e. dates and items on the booking)
   • Payment details and balance
5. Download the invoice and share it directly with your customer.

Note: New invoices are generated any time the contents of the booking changes. If you generate a new invoice, ensure all details are accurate before sending the invoice.