Invoices and online payment
Invoices from bookings as ZUGFeRD/Factur-X, cancellation, sending and optional payment through your Stripe account.
Not released yet
Tax categories, required details and the form of cancellation have not been reviewed by a tax adviser yet. Until then, invoices cannot be issued outside the test environment, and online payment is not set up on the platform yet. The Invoices page shows this as a notice.
Settings
Name, address and VAT ID come from the legal details under Agency. Under Invoices, Invoice settings leads to what only the invoice needs: prefix of the invoice number, the agency's country as an ISO code, tax number, IBAN, BIC, account holder and a suggested payment term. CastTool assigns the running number without gaps per agency.
Create an invoice
In a booked inquiry, choose Create invoice.
Check client, service and line items. Each line has description, quantity, unit, net unit price, tax category and tax rate. You decide tax category and rate yourself, CastTool does not set anything. For "exempt" and "reverse charge" the reason appears on the invoice.
Issue invoice. This assigns the next number.
The invoice is a PDF with embedded XML according to ZUGFeRD/Factur-X (profile EN 16931). In the list you download the PDF or XML and send it to the client's address with Send by email.
If details about your agency are missing, the page names them and leads to the settings. There is only one valid invoice per booking.
Cancel
An issued invoice cannot be changed. Cancel issues a separate cancellation invoice with its own number and a reason, the invoice itself stays unchanged. After that, a new invoice can be issued for the same booking.
Online payment
Under Online payment, the owner connects the agency's own Stripe account with Connect Stripe account and sets it up at Stripe. Once it is ready, Switch on adds a payment link to the invoice email. The money goes straight to your Stripe account. You see and handle fees, payouts, refunds and disputes in your Stripe dashboard, and the state then shows up by itself in the Payment column of the invoice.
Switch off removes the link from new emails, and links already sent no longer offer payment.