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How to send Quotes, Invoices, and Tickets – Manual and automated rules

Understand when emails are sent and how to adjust your settings and actions accordingly.

Updated yesterday

How to send quotes, invoices and tickets

Online Purchase

  • When a customer completes an online payment:
    Tickets are sent automatically.

Internal Sales – via Create an Order

  • Order completed without payment (balance remains):
    → No emails are sent automatically.

  • Order completed with payment:
    → No emails are sent automatically.

How to manually send tickets for a standard order

  1. After the internal booking, click "Send ticket and receipt" in the confirmation pop-up.

  2. Or go to the order and click "Resend order".

Internal Sales – via Create a Quote or Invoice

Quote creation

  • When you create a quote:
    → No emails are sent automatically.

How to manually send a quote

  1. After the internal booking, click "Send" in the confirmation pop-up.

  2. Or go to the invoice and click "Send quote".

Invoice creation

  • When a quote is converted to an invoice:
    → No emails are sent automatically.

  • When an invoice is created without payment (balance remains):
    → No emails are sent automatically.

  • When a payment is added to an invoice:
    → No emails are sent automatically.

How to manually send an invoice

  1. After the internal booking, click "Send" in the confirmation pop-up.

  2. Or go to the invoice and click "Send invoice".

How to manually send tickets for an invoice

  1. Go to the order and click "Resend order".

How to manage notifications after modifications or cancellations

Important setting

There is a checkbox in your email settings that controls whether automatic cancellation emails are sent when a ticket is cancelled.

You’ll find this under:
Back office > Branding details > Emails > Message on updated booking receipt emails

Smeetz does not allow separate notification settings for modifications and cancellations — the same setting applies to both. All cancellation emails must either be enabled or disabled globally.

How the system works for cancellations

For a simple cancellation within the order:

→ If the cancellation email notification setting is active, the system will automatically send a modification email.

→ If the setting is disabled:

  • You can manually trigger the cancellation email for standard bookings via the pop-up after clicking “Update Order.”

  • You cannot manually trigger the cancellation email for invoices. No email will be sent.

How the system works for modifications

Option 1 - change a booking by cancelling a ticket

Any change involving the “cancel” button on internal orders (which you may consider an amendment if you later add new tickets) is technically treated by the system as a cancellation followed by a new booking.

→ If the cancellation email notification setting is active, the system will automatically send a modification email.

→ If the setting is disabled:

  • You can manually trigger the email for standard bookings via the pop-up after clicking “Update Order.”

  • You can manually trigger the email for invoices via the order overview.

Option 2 – change a booking with change actions

In contrast, if you use the “change timeslot,” “change ticket,” or “change price” actions, no email is sent automatically.

→ Whether the cancellation email notification setting is active or not, you must manually trigger the new booking email.

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