Invoices — creating and recording payments

Invoices in CaterCloud are tax-compliant PDFs. If your business tax ID is set, they're automatically formatted as tax invoices, with the tax broken out.

Creating an invoice

1. Open an event and go to the Invoice tab
2. Click Create Invoice
3. Review line items and totals
4. Set the due date
5. Click Send Invoice to email it to the client

Payment collection

CaterCloud supports online payment via:

• Stripe — connect at Settings → Integrations → Stripe
• Square — connect at Settings → Integrations → Square

Once connected, invoices include a Pay Now link that lets clients pay by card instantly.

Recording a manual payment

If a client pays by bank transfer, cash, or cheque:

1. Open the invoice
2. Click Record Payment
3. Enter the amount, date, and payment method
4. Click Save — the invoice status updates automatically

Invoice statuses

• Draft — not yet sent
• Sent — emailed to client
• Partially Paid — deposit or part-payment received
• Paid — fully settled
• Overdue — past due date with balance remaining

Xero integration

If you use Xero, connect it at Settings → Integrations → Xero. CaterCloud pushes confirmed invoices and payments to Xero automatically.

GST / Tax compliance

Your business tax ID must be entered in Settings → Business for invoices to carry the tax-invoice title and a tax breakdown. Without one, invoices are issued as standard invoices.

CaterCloud uses your market's own words and rules throughout — an ABN and GST in Australia, an EIN and Sales Tax in the United States, a VAT number and VAT in the UK and Ireland. Set your country in Settings → Business and every document follows it.