Email Invoicing automatically sends invoice details to a specified email address when customers choose "Invoice" as their payment method. This integration is perfect for businesses that need to create invoices manually or use accounting systems that support email-based invoice import.
How to Set Up Email Invoicing
Click Settings in the navigation bar - Opens Settings page
Click the Integrations tab - Shows available integrations
Click "Get started" on the Email Invoicing card - Opens connection modal
Click "Set up Email Invoicing" - Opens the editor
Toggle "Enable Integration" to on - Activates the feature
Enter your email address in the Recipient Email Address field - Sets where notifications go
Click "Save settings" - Saves your configuration
How to Enable Guest Invoices as a Payment Method
After enabling the Email Invoicing integration, you need to add "Guest invoices" as a payment method on your storefront.
Click Storefront in the navigation bar - Opens Storefront section
Select the storefront you want to edit - Opens storefront overview
Click "Edit" - Opens the editor
Click the Payment methods dropdown - Shows available options
Check "Guest invoices" - Enables invoice payments
Close the editor to save - Changes are applied
How Email Invoicing Works
When a customer selects "Invoice" as their payment method during checkout, Understory tracks this booking. At the experience's cut-off date, an email notification is automatically sent to the email address you specified during setup. This email contains all the details needed to create the invoice for that booking.
This workflow lets you handle invoicing through your preferred accounting system or manual process, while Understory handles the booking and timing automatically.
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