Summary
FLOW allows you to charge for block bookings in two ways:
Take a payment at the Front of House
– Full or partial payment can be taken immediately.Generate an invoice
– Full or partial amounts can be invoiced by selecting specific dates (occurrences).
Important:
To generate invoices, you must have an Invoicing Third-Party System connected to FLOW.
Step-by-Step Guide
1. Access the Block Booking
From the Home page, navigate to the Activities V2 module.
Under Scheduling, click on Block Bookings.
Locate the relevant block booking and click Edit.
2. View Chargeable Occurrences
Navigate to the Invoicing tab.
By default, Show Invoiced Occurrences is enabled.
Untick this option if you want to display only occurrences that have not yet been invoiced or paid.
3. Select Occurrences
Select the occurrence(s) you wish to:
Take payment for, or
Generate an invoice for
Taking a Payment
Before you start:
Ensure you have started a machine session.
After selecting the required occurrence(s), click Take Payment.
You will be taken to the customer’s Booking tab.
Find the relevant occurrence and click Pay.
The occurrence(s) you wish to charge for will already be ticked. You can add or change the occurrence you wish to pay for if needed.
Scroll down to the bottom and click on Proceed to Payment.
Choose the tender type, then click Continue.
Select how you would like to handle the receipt:
Email
Print
No receipt
The payment will now be completed for the selected occurrences.
Generating an Invoice
After selecting the required occurrence(s), click Generate Invoice.
Edit the Internal Reference if required.
Edit the Due Date if required.
Click Generate Invoice to confirm.
Result:
The invoice status will update to Invoice.
The Internal Invoice Reference will appear next to the invoiced occurrence(s).