Invoicing & contracts - Setting Up Contract Details Per Venue

You have the ability to create contracts and Invoices within Collins. By creating a contract you can obtain a written agreement from the customer for everything that has been pre-arranged for the booking. Invoices can be generated and sent to the customer before or after their booking

Setting up a Contract & Invoicing at the venue level

Contracts & Invoices can either be added at the ‘Venue Group’ level (applying the same rules for all venues in your organisation) or at the ‘Venue’ Level (every venue having different settings).

First, add Company details that will be used on the Contract, go to:

  • Settings

  • Venues > select the venue name

  • Invoicing & Contracts tab on the left-hand side

  • Company Settings > Select 'Use custom company information'

  • Make sure all the company details are filled out in the ‘Company Settings’, please note you will need to fill out all fields for invoicing to work.

Underneath you can create Invoice Footer notes, for example, Payment terms, bank transfer details etc, which will appear in all Invoices. Please, see more information on this section here.  

Next, scroll to Contracts and tick 'Use custom contracts settings':

> The ‘Contract Introduction’ and any ‘Contract Footer Notes’ can be used to input any useful information such as general terms and conditions for abiding by and signing your contracts. Anything written here will display as a standard template every time a contract is generated however this can be edited within each contract manually.

> Finally, at the bottom, you can also create multiple ‘Contract Sections’ which can then be chosen to appear when creating an invoice. Examples of these could include Standard Terms and Conditions, Room Hire information, Minimum Spend T&Cs and so on.

  

To see a video tutorial on setting up contract details per venue, please click here and watch from 00:00 - 01:20.  


Settings - Emails & Texts, Invoicing and Booking Set Up Requirements FAQs

  1. TRAINING VIDEOS - setting up the sections in the below articles
  2. Emails & Texts - Set the name and address your emails come from
  3. Emails & Texts - Booking & Enquiry notifications
  4. Emails & Texts - Add a logo to your emails
  5. Emails & Texts - Including yourself in all emails & checking your email history
  6. Emails & Texts - Setting your automatic booking reminder email
  7. Emails & Texts - Setting your automatic follow-up (leave a review) email
  8. Emails & Texts - Set your follow-up emails to go out 1 or 2 days after the booking
  9. Emails & Texts - Creating Hyperlinks within Collins
  10. Emails & Texts - Remove 'Hi customer name' on emails
  11. Emails & Texts - Automated email template examples
  12. Emails & Texts - Disable the 'cancel booking' button in customer emails
  13. Emails & Texts - Adding a new email template/message and attachments
  14. Emails & Texts - Editing an email template/message
  15. Emails & Texts - My Emails Aren't Delivering. Why? Verify your domain.
  16. Emails & Texts - Setting up SMS
  17. Emails & Texts - Setting up your SMS name
  18. Emails & Texts - Setting up SMS templates
  19. Emails & Texts - Sending SMS messages
  20. Invoicing & contracts - Setting Up Invoicing Details Per Venue
  21. Invoicing & contracts - Setting Up Contract Details Per Venue
  22. Booking Set Up requirements - How to set up
  23. Booking Set Up requirements - How to set up [VIDEO]
  24. Reports - Venue Level Automated reports
  25. Reports - Setting Customised Run Sheet Default Options
  26. Reports - How to set up automated reports [VIDEO]
  27. Changed Rules Notifications - Enabling email notifications for rule updates
  28. Changed Rules Notifications - How to set up [VIDEO]
  29. Reserve with Google - Introduction
  30. Reserve with Google - Manage your Integrations
  31. Reserve with Google - FAQs

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