Create and Send Invoices

The Invoicing system lets you create deposit, price breakdown, and total price invoices, send them to clients and track payments — all in one place.

How to Create an Invoice

1. Open an itinerary and go to the Pricing Table (💲 tab).

2. Click Create Invoice.

3. Choose one of the following invoice types:

👉Deposit Invoice: Set the amount to be paid by entering a percentage or fixed amount.

👉 Price Breakdown Invoice: All products from the pricing table will populate automatically. You can remove products, drag to reorder them, and customize entries (title, quantity, unit type, price, VAT).

👉 Total Price Invoice: Manually configure the invoice entry including title, quantity, unit type, price, and VAT. Additional price lines can be added as needed.

Create an invoice from the itinerary pricing table

4.   Assign a contact — this is required to issue and send the invoice.

☝️ Note: The contact must already exist in your CRM.
💡 Your company details are pulled automatically from your account settings.

5.   Customise the invoice title.

6.   Set the issue date and due date.

7.   Click Save, then choose one of the following options:

👉 Issue Invoice: Creates an invoice in TripCreator for manual payment processing.

☝️ You can manually add payments to issued invoices. 📌 Learn more here: Add Payments to Issued Invoices

👉 Save and Send: Sends the invoice to your client via TripCreator with checkout access and available payment options.

Viewing and Managing Invoices

All invoices are listed under Sales in the left-hand menu. From there, you can:

• Track payment status

• Delete and edit drafts

• Add payments

• Create credit notes