Set up invoices and payment receipts
Save the business details that appear on booking documents.
- Where to go
- Settings → Payments & documents → Document profile
- Access
- Owner or manager
View full sizeStep by step
Fill in the legal business name, address, country, invoice email, and any applicable business registration or tax fields in Document profile.
Set invoice, receipt, and credit-note prefixes and the default document language, then Save document profile.
Customers open their private Manage booking link and find Documents. Create invoice generates the booking invoice; Create receipt becomes available after a payment is recorded.
Use Download PDF to save a document or Email me to queue it to the booking email. Keep the private booking link with the customer.
Check it worked
The downloaded document shows the expected business identity, booking, amount, and document number.
Good to know
Issued documents keep the business details captured when issued. Editing the profile changes future documents, not earlier PDFs.
Reviewed 18 September 2026. Screenshots use fictional demo data; available actions depend on your role and enabled features.