Prepare invoices from relevant records
Bring order and partner context into your invoice workflow.
SMARTGM · INVOICING
Prepare invoices with the booking details in view.
Bring order and reseller information into invoice preparation so staff can check the recipient, amount and booking context together.
What you can do
Use consistent templates
Keep the details presented to customers and resellers clear.
Review the invoice list
Find and check invoices without reconstructing the work from separate files.
SEE THE WORKFLOW
See the task
from start to finish.
Staff copy order details, check amounts and chase inconsistencies before an invoice can go out. Each handover creates another opportunity for error.
HUBSTEER IN ACTIONInteractive example
Invoicing
An example from a tour business.
Illustrative example · You choose which actions to enable.
Before you enable the workflow
Check the supported accounting connection and how invoice status is updated. Creating an invoice is separate from collecting a payment or completing reconciliation.
COMMON QUESTIONS
A little clarity.
Before you get started.
Answers to the questions that help you choose your next step.
No. Invoice creation, payment links, payment processing and reconciliation are distinct functions. Confirm the available provider connections and responsibilities for your setup.