OCCASION FEATURE
Built-in Invoicing
Simplify billing with integrated invoicing. Generate and send invoices directly from CaterSoft.
Automatic invoice creation.
Track payments and outstanding balances.
Secure online payment options.
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.
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