Built‑in Invoicing

Instant, accurate invoicing for every order.

Send invoices directly to clients and sync with your accounting software.

Generate and send professional invoices

No spreadsheets, no manual calculations — just fast, accurate invoicing that keeps your workflow running smoothly
 

Auto‑Generated Invoices

Invoices are created instantly
Invoices are created instantly from your accepted proposal or quote. Occasion pulls through all pricing, items, customer details, and event information automatically.No re‑typing. No duplication. No errors.
 
 

Automatic Payment Schedule

Every invoice includes a clear, accurate payment schedule generated by the system. Occasion calculates deposits, part‑payments, and final balances based on your rules — ensuring consistency across every event.
What this includes:
  • Automatic deposit calculation
  • Auto‑generated final balance
  • Optional staged or milestone payments
  • Clear due dates for each payment
  • Payment schedule displayed on every invoice
  • Zero manual maths or adjustments
Your team stays organised, and your clients always know exactly what’s due and when.
 
 

Optional Online Payments (Pay Link)

Offer your clients a fast, secure way to pay their invoice online. With the optional Pay Link feature, Occasion connects to your credit card payment gateway and adds a payment button directly to the invoice.
  • Clients can pay instantly by card
  • No chasing bank transfers
  • Faster confirmations and fewer delays
  • Payments automatically linked to the correct invoice
  • Fully optional — enable only if you want to accept online payments
This creates a seamless, modern payment experience for your customers.
 
 

Itemised Breakdown

Each invoice includes a clean, structured list of everything included in the event:
  • Packages
  • Services
  • Food menus
  • Beverage menus
  • Equipment hire
  • Staff hire
  • Optional add‑ons
  • Discounts
Customers see a transparent breakdown of their costs, grouped neatly for clarity.
 
 

Custom Notes & Payment Terms

Add your own professional details to every invoice, including:
  • Payment instructions
  • Bank details
  • Due dates
  • Deposit requirements
  • Special notes or conditions
Everything is presented clearly so clients can pay without confusion.
 
 

Multiple Invoice Types

Create the invoice that fits your workflow:
  • Deposit invoice
  • Part‑payment invoice
  • Final balance invoice
  • Full invoice
Perfect for events with staged or milestone payments.
 
 

Seamless Customer Experience

Clients receive a clean, easy‑to‑read invoice:
Clients receive a clean, easy‑to‑read invoice with all details, payment schedule, and payment options clearly laid out.They know what to pay, when to pay, and how to pay — reducing back‑and‑forth communication and speeding up confirmations.