elloha offers the Advanced Billing option (free option), which can be activated from the Connect subscription. Only elloha Hosting accounts can access this option.
It allows you to generate proforma invoices that you can send to your customers. By definition, the proforma invoice takes the form of a standard invoice. It is temporary, with no value and no legal obligation. Its purpose is to facilitate your commercial relations with your customers.
If your subscription is less than Connect, an alert message will be systematically displayed if you try to activate the option.
To activate this option, you must :
have taken out a Connect or Magic subscription,
click on the Options menu,
click on the Activate button in the block relating to this option.
You will then be redirected to the Payment submenu to confirm your choice.
Once the option has been activated, you will be able to view a line dedicated to the proforma invoice in your booking files, whether the status is Open or Paid.
You will be able to :
send it directly by email to your customer,
view it
print it.
Example of a proforma invoice
As you can see above, the Proforma Invoice is shown in the header and the invoice has a Proforma watermark.
New booking file status: Closed
When you issue a final invoice (rather than a proforma invoice) in a booking file, the Advanced Billing option also closes the file, i.e. it can no longer be modified.
The procedure is identical if you wish to send the invoice by email to your customer.
You are systematically warned that issuing a definitive invoice means that the file is closed and that it will be impossible to modify it in any way.
If you click Yes, the booking file in question will automatically be set to Closed status. It will therefore no longer be possible to modify it, but you will still have access to the voucher and invoice editions.
If you click No, the status of your booking file will remain unchanged and you can make changes if necessary.
IMPORTANT: this window will be displayed systematically when you choose to send the invoice to your customer by email or to print it out for all reservation files with an Unpaid or Paid status.
This new Closed status has been added to the filters to enable you to display only these files in a search.
NB: if you deactivate this Advanced Billing option, your reservation files in Closed status will automatically change to Sold status.
Before deactivating the option
After deactivating the option