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Documents

Offers, invoices and certificates

Professional documents with customizable templates and your own PDF letterhead – ZUGFeRD e-invoices, automatic offers and invoices, and bulk certificate generation directly from bookings.

Offers

Create and send offers

Create offers manually or fully automatically for booking requests. Send by email, track status and link accepted offers to the booking.

Create and send offers
Invoices

Invoices, e-invoicing and GoBD

Create invoices manually or automatically after direct booking or offer acceptance – with GoBD-compliant numbers, PDF templates and optional ZUGFeRD hybrid PDF e-invoices (EN 16931) for B2B.

Invoices, e-invoicing and GoBD
Certificates

Participation and completion certificates

Create certificates individually or in bulk from the booking list – for many attendees at once, with templates and optional email delivery.

Participation and completion certificates
Features

Templates, letterhead, e-invoicing and automation

Design documents with your own templates and letterhead – and generate offers, invoices and certificates automatically or in bulk.

Customizable templates

Default templates for offers, invoices and certificates in document settings – with placeholders for attendee, event and booking data that you set per document type.

Your own PDF letterhead

Upload your letterhead to the media library and assign it per template. Content and positions are placed automatically on your background – for a consistent brand appearance.

E-invoicing with ZUGFeRD

B2B invoices as ZUGFeRD hybrid PDFs (EN 16931) with embedded XML – enable in document settings for electronic invoicing and machine-readable processing.

Automatic offers and invoices

Offers for booking requests and invoices after direct booking or offer acceptance – fully automatic in the background, without a manual step in the booking.

Bulk processing for certificates

Generate participation and completion certificates for many bookings at once – from the booking list via bulk action, with template and optional direct email delivery.

Generation

Manual, automatic or in bulk

Documents are created the way your workflow needs – individually, fully automatic from bookings or in bulk for many attendees.

Templates & letterhead

Templates & letterhead

Set default templates per document type and upload your PDF letterhead – placeholders and layout apply automatically on every generation.

Auto-offers & auto-invoices

Auto-offers & auto-invoices

Enable automatic offers for requests and invoices after booking or offer acceptance – the flow runs without a manual step in the booking.

E-invoicing (ZUGFeRD)

E-invoicing (ZUGFeRD)

Enable e-invoices in document settings – issued B2B invoices include machine-readable ZUGFeRD data in the hybrid PDF.

Bulk processing from bookings

Bulk processing from bookings

Select bookings in the list and generate certificates for all attendees at once – with template, PDF preview and optional delivery.

Manual, automatic or in bulk
Workflow

From setup to auto-invoice

In four steps from templates and letterhead to automatic invoices – or bulk certificate generation.

Configure settings
Integration

Connected to bookings, events and billing

Documents use booking and event data – as an optional add-on on the Orbance platform.

Bookings & attendees

Documents are created from bookings or linked there – with attendee data, amounts and payment status.

Event data in documents

Placeholders pull event title, dates, price tiers and provider details automatically into offers, invoices and certificates.

Orbance Billing add-on

Offers and invoices are part of the optional Orbance Billing module. Certificates are a separate module available on request.

Roles & permissions

Administrator, super administrator and accountant have access to documents – organization-wide, independent of provider.

Ticket PDF & wallet

Logo and layout for e-tickets and wallet passes are set centrally in document settings – separate from offers and invoices.

Ready for professional documents?

Start with the Orbance platform and add Orbance Billing for offers, invoices and certificates – with templates, letterhead, e-invoicing and automation.

From the blog

Related articles on this topic.

FAQ

Frequently asked questions about documents

Short answers on templates, letterhead, e-invoicing, automation and GoBD.

With Orbance Billing you create offers, invoices and certificates – manually, automatically from bookings or in bulk. Each type has its own templates, optional PDF letterhead, history and email delivery.

Orbance Billing is the optional add-on for the documents module. It is not included in the platform plan and can be booked monthly or yearly in addition. See the pricing page for details.

Yes. Offers and invoices can be generated fully automatically from bookings in document settings – offers for requests, invoices after direct booking or offer acceptance. Certificates are created in bulk from the booking list for many attendees at once.

Yes. Per document type you set default templates in document settings. Placeholders fill attendee, event and booking data automatically. You can also upload your own PDF letterhead and assign it per template.

Yes. Enable e-invoicing in document settings for B2B invoices. Issued invoices are generated as ZUGFeRD hybrid PDFs (EN 16931) with embedded XML – machine-readable and suitable for electronic invoicing.

Orbance supports sequential invoice numbers with configurable format via counters in document settings – for traceable, gap-free numbering.

Ready to take your events to the next level?

Orbance brings event planning, ticket sales and teamwork together in one platform – so you can focus on what matters.