Booking, payment and invoice in one workflow

Start from the existing record

TIDEFORCE creates invoices per booking or per payment. Connected records avoid rebuilding customer details and product lines. Shop sales and direct inventory sales can provide the starting point too.

For configured payment methods, the invoice can be created automatically after successful payment. Selected travel providers and other booking intermediaries can be billed through scheduled consolidated invoicing. For individually edited documents, your team reviews and confirms the draft in Invoice Studio.

Test the cases that change the total

A useful rehearsal includes a partial payment, an extra added after the initial booking and a changed service. Verify the relationship between the booking total, recorded payments and the invoice. An outstanding amount should not disappear simply because a document was generated.

Refunds and changes to issued documents need the appropriate financial workflow. Do not assume editing a booking silently corrects every related document. Check the actual states and involve the person responsible for the school's accounts.

Set up the accounting handoff

Configure number ranges, sequential numbering and tax settings for your business. Invoice Studio can provide structured invoice data as XML using the EN 16931 profile for electronic processing. Required invoice details and the recipient’s requirements are part of the setup.

Payment data can be passed on through a suitable Stripe accounting integration. Invoice PDFs can also be sent to your accounting tool’s document intake address. During setup, agree which documents are transferred automatically and which need a team review.

The Payments & Invoicing page describes the available automation. For day-end work, agree who checks outstanding amounts and exceptions and verifies the accounting handoff.