Within a Booking/Enquiry - Invoice/VAT Receipt

Within the Payment tab of an enquiry, you can generate an Invoice/VAT receipt which can be sent out to the customer as an attachment.

Before doing so, please make sure the settings for this has been completed - details on how to set up this at a venue group level can be found here. If you need to set up the details of each venue individually, follow this guide.

To begin:

  • Head to the Payments tab and scroll down to the end of the page - you will see the Invoices section.

  • Click ‘Add Invoice’

  • Once added, you’ll see there are a few fields to fill out before downloading the file. These fields aren't mandatory, except those shaded in grey, which the system will auto-fill for you. However, as all fields will appear on the Invoice file, it's worth filling out as much as you can.

Here is an overview of each field, which all appear on the invoice:

> Date: The date this invoice was generated.

> Invoice Reference: This is the unique invoice reference code which is generated by the booking DMN-Reference number - It can be editable if you so wish too. This will generate after you have saved your invoice. Any changes made will update the reference number and create a Previous Revisions section where the previous invoice will show.

> Client Reference: this is the booking for a Summer, Christmas party, or another reference name they would need to have on file? If so, add it in here

> Customer: This will auto-fill the first and last name from the booking details tab

> Company: The Company name and address will auto-fill if this has been entered into the Company & Address field, located in the Booking Details tab.

> Street/City/Postcode: The customer's address details, or their company's address details

  • Once you’re happy with the above fields, you can start adding items and build up the invoice:

> If you have already added pre-order items, you will an option to ‘Add Pre-Order Items’, Collins will then pull through the total amount of everything in the Pre-Orders tab - which will be divided into the three different types; Food, Drink and Other.

> Pre-ordered items will automatically include a standard tax rate of 20%. You can amend this by using the drop-down option to either Zero (0%), Reduced (5%) or Standard (20%). If your pre-ordered items contain items with different VAT rates, then these will need to be split into multiple lines to add the correct tax rate. You can use the 'add item' button to add extra lines.


  > If you need to add another item that wouldn't normally be listed in your pre-orders, for example, "a Karaoke Machine", you can simply click on ‘Add Item’ and input the name and price, and the tax percentage - this will also appear on the file once it's saved in Collins.


> You can also add any payments which have been added to the Payments tab and which have been made towards this booking. This gives you and your customer the visibility of what has been paid towards this booking and what is outstanding, either before the booking date or on the day/night of the booking.

 This will default to not being taxable, but like with the other items, can be ticked to be included.


Please note, when you add a payment, you have the option to add a note. If you don't add a note at this point and you pull this payment to the invoice, you will be prompted to add a note for this payment under Item Description where it says, 'Please fill in'.

Once you’re happy with the listed items, you will need to SAVE the enquiry/booking to generate the Invoice. By clicking ‘Generate Invoice' at the bottom of the screen, a pop-up will appear like below:

> By default, the deposits paid will be subtracted from the Gross Amount to give you a total amount that is due, but if you don’t want this to be included, you can choose not to by unticking the "Show amount due" at the top.

> You can also choose 'This invoice is a copy' if you are adding a duplicate receipt. This will add COPY to the download.

> You can choose to either download the Invoice into a CSV file or a PDF. By clicking PDF, all the relevant fields will be included for you and the logo which appears in your settings will be present at the top of the page. Terms and Conditions, Company name and other fields at the bottom of the page can be updated in your Invoicing Settings.

> By clicking CSV, the same details will appear in an Excel and you can edit and format it as you wish.


Previous Revisions

Once an invoice has been created, it will save against the booking/enquiry. If you need to generate a new invoice or make any changes, this will create a new reference number(by increasing the last number by one) and put the previous invoice into the 'Previous Revisions' section above. This will show when this invoice was created and any extra details. You can also print previous invoices.


To see a video tutorial on generating an Invoice/VAT Receipt, please click here and watch from 01:03 - 03:39. 

Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Notification Centre Explained [VIDEO]
  22. Enquiries Page - Email bounced notification
  23. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  24. Enquiries Page - Sent Messages
  25. Enquiries Page - How to Mass Reject Bookings
  26. Within a Booking/Enqiury - The DMN Reference Number
  27. Within a Booking/Enquiry - Customer Details
  28. Within a Booking/Enquiry - Saving a booking/enquiry
  29. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  30. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  31. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  32. Within a Booking/Enquiry - Booking Details
  33. Within a Booking/Enquiry - Booking details tab [VIDEO]
  34. Within a Booking/Enquiry - Default Duration
  35. Within a Booking/Enquiry - Booking Prompts
  36. Within a Booking/Enquiry - Additional Details
  37. Within a Booking/Enquiry - Commission Box
  38. Within a Booking/Enquiry - Set Up Requirements
  39. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  40. Within a Booking/Enquiry - Assign to Areas
  41. Within a Booking/Enquiry - Area Search/Smart Space Finder
  42. Within a Booking/Enquiry - Area Search/Smart Space Finder [VIDEO]
  43. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  44. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  45. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  46. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking [VIDEO]
  47. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  48. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  49. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  50. Within a Booking/Enqiury - Adding a minimum spend
  51. Within a Booking/Enquiry - Invoice/VAT Receipt
  52. Within a Booking/Enquiry - Invoices [VIDEO]
  53. Within a Booking/Enquiry - Sending emails to your customers
  54. Within a Booking/Enquiry - Sending attachments in emails
  55. Within a Booking/ Enquiry - Sending emails to your customers [VIDEO]
  56. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  57. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  58. Within a Booking/Enquiry - Booking History
  59. Within a Booking/Enquiry - Booking History [VIDEO]
  60. Within a Booking/Enquiry - PRINT button (function sheets)
  61. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  62. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  63. Within a Booking/Enquiry - Duplicating/copying a booking once
  64. Within a Booking/Enquiry - Adding Bookings to Multiple Dates
  65. Within a Booking/Enquiry - Sections explained
  66. Within a Booking/Enquiry - Compiling and Sending a Contract
  67. Within a Booking/Enquiry - Contracts [VIDEO]
  68. Within a Booking/Enquiry - The importance of using Labels
  69. Within a Booking/Enquiry - Set yourself a reminder
  70. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  71. Within a Booking/Enquiry - Find a Customer
  72. Within a Booking/Enquiry - Customer Profile
  73. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  74. Within a Booking/Enquiry - How to update a customers marketing permission
  75. Within a Booking/ Enquiry- How to delete a booking/enquiry

Feedback and Knowledge Base