Enable online payment
Connect your Stripe account in Activiteez preferences, then enable card payment on each activity from the Pricing, Bookings tab.
Beginner 15 min
Payments & invoicing
Online payment, quotes, invoices, and reminders — the customer-facing financial cycle.
The Payments & invoicing section covers everything related to money coming in from customers: collecting online, issuing quotes and invoices, tracking payments, and handling common cases (late payment, refund). It complements the upstream Bookings journey and on-site payment managed from the point of sale.
Online payment and Stripe account
To offer payment by card, Apple Pay, or Google Pay on your activities and booking flows, you enable online payment in Activiteez. The first step is to connect your Stripe account: Stripe is the payment partner that collects for your account, applies its fees, and sends payouts to your bank account according to its schedules and terms.
Once Stripe is connected, you configure payment per activity (deposit or full amount, confirmation after payment, etc.). The guides cover activation, Activiteez and Stripe fees, and refunds for online payments. Detailed transaction history is on your Stripe dashboard; a fee summary is also available in Activiteez.
Quotes and invoices
Beyond immediate payment at booking, Activiteez lets you create and manage quotes and invoices: line items, customer, VAT, email delivery, status tracking (draft, sent, paid…). You can invoice from an existing booking ticket or issue a standalone document depending on how you work.
Articles in this section walk through the steps — first invoice, converting a quote, reminder best practices — to formalize B2B sales or offerings that do not go only through the point of sale.
Electronic invoicing
France’s electronic invoicing reform gradually requires dematerialization and e-reporting for certain B2B invoices. Activiteez already lets you issue invoices and credit notes in Factur-X format (hybrid PDF EN 16931) and import supplier invoices received in this format.
Official submission to the PDP/PPF network goes through your provider; an integrated PDP in Activiteez is in development. See Send or download a Factur-X invoice and Import a supplier Factur-X invoice; the FAQ Will Activiteez be compatible with e-invoicing? summarizes current capabilities.
What you will find in this section
The guides and FAQs detail the customer-facing financial cycle: enabling online payment and linking Stripe, creating and managing quotes and invoices, reminders, refunds, and service costs. Accounting exports, the chart of accounts, and payout data for your accountant are in Accounting & exports. On-site payment and the NF525 cash register receipt are in Point of sale.
Start here
Create a quote or invoice
Create a quote or invoice from Finances: draft, mandatory NF525 fields, then move to Pending or Paid status, with a step-by-step video tutorial.
Beginner 15 min
Send or download a Factur-X invoice
From the invoice list or editor, email or download an invoice or credit note in Factur-X format (hybrid PDF EN 16931), after checking SIRET and customer data.
Intermediate 10 min
All guides
- Enable online payment Beginner 15 min
- Create a quote or invoice Beginner 15 min
- Send or download a Factur-X invoice Intermediate 10 min
- Invoice from a receipt Beginner 10 min
- Invoice a customer's entries Beginner 10 min
- Issue a credit note on an invoice Beginner 10 min
Frequently asked questions
Yes. Activiteez already lets you produce and send invoices in Factur-X format (readable PDF + structured data compliant with European standard EN 16931). You can email them to your customer or download them to submit via your PDP (Partner Dematerialization Platform).
Activiteez does not submit directly to the French Public Invoicing Portal (PPF) or a PDP: official submission to the e-invoicing network (B2B obligations, receipt statuses, e-reporting) is done through your provider (Pennylane, Sellsy, Chorus Pro, bank, accounting firm…). An integrated PDP in Activiteez is in development to simplify this workflow.
| Action | Available in Activiteez |
|---|---|
| Create, print, or email an invoice (classic PDF) | Yes |
| Email in Factur-X format (invoices and credit notes) | Yes |
| Download in Factur-X format | Yes |
| Import a Factur-X invoice received from a supplier | Yes — see Import a supplier Factur-X invoice |
| Automatic deposit on PPF / PDP | No (via your provider) |
Prerequisite: the issuer account SIRET must be set in Settings → Preferences (account identity). Without SIRET, Factur-X generation is blocked.
Quotes: Factur-X is not available for quotes, only for invoices and credit notes.
To issue or download a Factur-X invoice: Send or download a Factur-X invoice. For standard invoicing: Create a quote or invoice.
Stripe SEPA direct debit is deferred: the customer may see the debit on their account before Stripe definitively confirms payment. Activiteez reflects these stages in entries, the ticket, and Stripe notifications.
Setup (reminder)
- Enable Stripe online payment and check SEPA direct debit in account preferences if you offer automatic debits.
- Enable SEPA Direct Debit in the connected account’s Stripe Dashboard.
- The customer chooses SEPA, enters IBAN and name, and accepts the Stripe mandate.
Read statuses in Activiteez
On entries (“Collected” column), an exclamation mark signals pending payment:
| Indicator | Meaning |
|---|---|
| Orange / yellow exclamation | Payment requested or in progress; debit not confirmed by Stripe |
| Green exclamation | Customer debited by their bank, but Stripe has not yet received funds (“payment made but not yet transferred by the customer’s bank”) |
| No exclamation, booking confirmed | Stripe confirmed payment (succeeded); entry confirmed |
| Check Stripe status (on ticket) | Detail: authorized amount, captured amount, receipt |
In short: green does not mean “collected by you”, but “debited from customer, in transit to Stripe”.
Timelines and failures
Stripe recommends waiting at least 6 business days before treating a SEPA debit as final. On bank refusal (charge.failed), Activiteez creates a reminder line and clears pending entries. On dispute, you receive a notification and adjustment entries.
Use Check Stripe status or the Stripe Dashboard for detail. Reference: Stripe docs — SEPA Direct Debit.
To request a refund for an online payment:
- Open the activity concerned.
- Open the participant list.
- If a participant paid by card, an orange icon appears to the left of their name.
- Click that icon to start the refund request.
The refund is processed by Activiteez via PayPal. For enabling online payments on activities, see the guide Enable online payment.
Activiteez GO is free and lets you present your activities online.
PRO (from €19 per month) lets agents take bookings and/or lets clients register directly, depending on your setup.
PayPal online payment option: a 10% commission on online bookings is deducted from amounts received, so you pay no upfront fees for that channel. A minimum of €10 commission per month applies when you use this option, subject to approval by SLJ Conseil.
Current plans, options, and commitments are detailed on the Pricing page.
To follow up on a late payment from a customer:
- Open the customer record.
- Filter outstanding invoices.
- Send an email reminder.
