Documentation

Can I send an email invoice as a PDF document via the booking service?

You can configure the service to send invoices automatically based on specific events you select through "Workflow" in the menu. When sending PDF invoices, an accounting program is recommended, but you can also customize your Booking Service to send this. Remember that these must be accounted for as vouchers.

Important: An invoice must follow various guidelines to be approved in Norway. Read more here: https://www.altinn.no/starte-og-drive/regnskap-og-revisjon/regnskap/faktura-salgsdokumentasjon

Automatic invoice setup

1. Click Workflow in the menu. Create a workflow that sends an email. For example, you can configure this email to be sent to the customer either when a new booking is completed, at a specific time before the booking is due to take place, or after the booking is completed.

2. Start by creating an invoice layout via "PDF Document" in the menu. It is important that you use an approved invoice layout when sending an electronic invoice. (Unfortunately, we do not offer a template for this).

3. Go back to your Workflow that you created in step 1. Edit the email. Attach the PDF document to the email under attachment (use PATH).

4. Done.

To learn more in detail about how to create an email with an attached PDF document, visit these links:

– Email notifications

– PDF documents