Invoicing

Invoicing

You can/cannot use the application to create invoices to clients. This is an optional functionality, but we highly recommend using it as it is another of the many things Zooza will solve for you under one roof.

What is invoice for

An invoice is a tax document for the client for the services they have ordered from you. In this case, the registration or product serves as the order, within which all the necessary information about the service and the client is recorded. The invoice does not serve as confirmation of receipt of payment.

Confirmation of payment

An automatically generated e-mail is sent to the client as soon as the payment is paired to the registration in the system as confirmation of receipt of payment. For more information on payment matching, see the instructions.

Billing functionality

Invoices are generated only if you wish. That is, if you instruct to generate an invoice either individually at the registration level or in bulk in the global settings.
Automatic invoice generation occurs when the payment status changes to "Paid" on registration (depending on settings) or when manually instructed at any time. This means that multiple invoices can be generated for a single registration. Each invoice will be identified by its unique number (you can influence the start of the number series at the billing profile level) and the client registration number (VS/ID of the registration).

NotesExamples:
  1. If the customer pays the amount of 50€ and thus settles his debt, an invoice will be generated. If during the course a situation occurs that the customer moves to a group worth 70€ and then pays the remaining 20€, another invoice will be generated for 20€.
  2. If the customer pays for the course by instalments or through membership, a new invoice will be generated for the customer for each instalment/membership payment in the amount of that instalment.

Invoice amount and invoice period

Automatically generated invoices are always issued for the full amount due. In manually generated invoices, you can adjust the amount as needed.
The amount on the invoice is influenced by the period for which it is issued. This means that the system will take into account all payments and debts in the period since the first payment on registration.
Based on this, the system will automatically calculate the amount of the reimbursement and enter the amount on the invoice. When issuing manually, you can adjust the amount and the period.

Notes
Examples:
  1. Registering for a course with payment in full in advance:
    The client registers for the course. The client then pays the full amount of the registration fee - for example 150€. Once the payment is entered for the registration, the registration will go to the Paid status and the system will calculate the amount on the invoice of 150€ with the period being the day of the payment.
  2. Registration for a course with monthly installments:The client registers for a course where he/she will make payments in monthly installments. Upon registration, the 1st installment will be paid. Once the payment has been registered, the registration will go to the status Paid and the system will calculate the amount on the invoice in the amount of the 1st instalment - 50€ with the period being the day of payment. The next month the client will pay the 2nd installment. Again, after the payment has been entered on the registration, the system will calculate the amount on the invoice as the 2nd instalment - 50€ with the period corresponding to the period between the payment of the 1st and 2nd installment.

AlertNote: In case of generating invoices for the client's company, it is necessary to keep in mind that the registration must be marked as company. It is not enough to have just the company details filled in.
Info
Please refer to the documentation for the functional setup of billing.



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