Hi all. I am having issues generating invoices for ticket orders, as in a bill to send to the client. I've read through the documentation on invoicing but couldn't get it to work and we don't have an infomaker template set up for invoices. Can I please ask how you all generate invoices from Tessitura? Thank you!
Hi Michelle,
We have two types of invoice.
One very official one which actually pays off an order in Tess and then Finance reconcile this with payment when it actually comes in (used for organisations/businesses who require an official VAT invoice - schools are a good example). The issue with these can be that if a booking changes or is cancelled for some reason, we need to issue an official credit note to balance.
The other thing we have for less 'official' purposes, is a 'pro forma' invoice, which is a customised report we run and send out as a pdf. This does not pay anything off in Tessitura but gives the customer all the information they need to know to pay by the different methods. This is more for our group bookers and schools who just want confirmation of their booking details and how to pay.
In both cases we needed to do some custom work to meet our needs and add our branding in etc.
B