Invoicing & Payments
This section is about you invoicing your customers. Raising invoices from bookings, issuing them, sending them, and recording the money when it arrives.
The articles
Section titled “The articles”- Tax rates - setting them up, and why tax sits on the item rather than on the invoice
- Invoices - how a booking becomes an invoice, the statuses it moves through, and issuing and emailing it
- Recording payments - cash, cheque and card, part payments, refunds and receipts
- Taking card payments - connecting Stripe so customers can pay by card
- Credit notes and adjustments - correcting an invoice you have already issued
- Deposits - taking a refundable deposit and returning it
Invoicing is optional, and it is per module
Section titled “Invoicing is optional, and it is per module”Nothing is invoiced until you switch it on, under Settings → General, separately for each module: Enable Invoicing on Space Booking, on Session Booking, or both.
Leave it off and Axiom is a diary. Turn it on and every booking raises an invoice.
Who gets billed
Section titled “Who gets billed”The two modules bill in opposite directions, and this is the single most important thing to know before you switch invoicing on.
| Space booking | Session booking | |
|---|---|---|
| Who is invoiced | The client on the booking | Every attendee, individually |
| How many invoices | One | One per attendee |
| Are attendees billed? | Never, on any route | Yes - that is the point |
| Who is never billed | - | The session provider. They host it, they do not buy it |
A yoga class with six attendees produces six invoices. A hall hire with six people on the guest list produces one.
That difference is deliberate and runs through everything - pricing, the portal, refunds. See making a space booking and making a session booking.
What an invoice is built from
Section titled “What an invoice is built from”A booking’s charge is assembled from up to three things:
- The hourly rate of the space, or of the session provider
- Any set fee on the booking type
- Any add-ons attached to the booking
Each lands as its own line, carrying its own tax rate. See add-ons for the per-attendee pricing rule on sessions.
Where to find them
Section titled “Where to find them”Tools → Invoicing lists every invoice, with search and a status filter. Each client’s own invoices are also on their client record.