diff --git a/doc/user/events/invoicing.rst b/doc/user/events/invoicing.rst new file mode 100644 index 0000000000..8508e0420c --- /dev/null +++ b/doc/user/events/invoicing.rst @@ -0,0 +1,96 @@ +Invoice settings +================ + +.. spelling:: Inv + +The settings at "Settings" → "Invoice" allow you to specify if and how pretix should generate invoices for your orders. + +.. thumbnail:: ../../screens/event/settings_invoice.png + :align: center + :class: screenshot + +In particular, you can configure the following things: + +Ask for invoice address + If this checkbox is enabled, customers will be able to enter an invoice address during checkout. If you only enable + this box, the invoice address will be optional to fill in. + +Require invoice address + If this checkbox is enabled, entering an invoice address will be obligatory for all customers and it will not be + able to create an order without entering an address. + +Require customer name + If this checkbox is enabled, the street, city, and country fields of the invoice address will still be optional but + the name field will be obligatory. + +Generate invoices + This field controls whether pretix should generate an invoice for an order. You have the following options: + + No + pretix will never generate an invoice. If you want to issue invoices, you need to do it yourself based on the + collected address data. + + Manually in admin panel + pretix will not create invoices automatically, but the order detail view will show a button that allows you to + manually generate one for specific orders. + + Automatically on user request + pretix will not create invoices on its own, but both the panel as well as the customer view of the order will + show a button that instantly generates an invoice for the specified order. + + Automatically for all created orders + pretix will automatically create an invoice every time an order is placed. + + Automatically on payment + pretix will automatically create an invoice for an order, as soon as the payment for the order is received. + + pretix will never generate invoices for free orders, even though it might ask for the invoice address. + +Attach invoices to emails + If enabled, invoices will be attached to order confirmation e-mails if the "Generate invoices" setting is set to + "Automatically for all created orders" or to the payment confirmation e-mails if it is set to "Automatically on + payment". + +Ask for VAT ID + If enabled, the invoice address form will not only ask for a postal address, but also for a VAT ID. The VAT ID will + always be an optional field. + +Generate invoices with consecutive numbers + If enabled, invoices will be created with numerical invoice numbers in the order of their creation, i.e. + PREFIX-00001, PREFIX-00002, and so on. If disabled, invoice numbers will instead be generated from the order code, + i.e. PREFIX-YHASD-1. When in doubt, keep this option enabled since it might be legally required in your country, + but disabling it has the advantage that your customers can not estimate the number of tickets sold by looking at + the invoice numbers. + +Invoice number prefix + This is the prefix that will be prepended to all your invoice numbers. For example, if you set this to "Inv", your + invoices will be numbered Inv00001, Inv00002, etc. If you leave this field empty, your event slug will be used, + followed by a dash, e.g. DEMOCON-00001. + + Within one organizer account, events with the same number prefix will share their number range. For example, if you + set this to "Inv" for all of your events, there will be only one invoice numbered Inv00007 across all your events + and the numbers will have gaps within one event. + +Show free products on invoices + If enabled, products that do not cost anything will still show up on invoices. Note that the order needs to contain + at least one non-free product in order to generate an invoice. + +Show attendee names on invoices + If enabled, the attendee name will be printed on the invoice for admission tickets. + +Your address + This should be set to the address of the entity issuing the invoice (read: you) and will be printed inside + the header of the invoice. + +Introductory text + A free custom text that will be printed above the list of products on the invoice. + +Additional text + A free custom text that will be printed below the list of products and the invoice total. + +Footer + A text that will be printed in the foot line of the invoice. This could contain your contact details or legal + information on the issuing entity, e.g. registration numbers, your VAT ID, etc. + +Logo image + A square image that will be printed in the invoice header, currently with a width of 2.5cm. \ No newline at end of file diff --git a/doc/user/events/settings.rst b/doc/user/events/settings.rst index 7edb43dcf5..9f29190bcb 100644 --- a/doc/user/events/settings.rst +++ b/doc/user/events/settings.rst @@ -10,3 +10,4 @@ Configuring an event display email taxes + invoicing