This article explains how to create and send an invoice from an itinerary pricing table.
The Invoices system allows you to create deposit and full invoices, send them to clients and receive payments as well as track the invoice status.
Create invoices from an itinerary pricing table:
1. Open an itinerary and navigate to its pricing table ($ tab).
2. Tab the Create Invoice button and select the Deposit or the Full Invoice option.
3. When creating an invoice, make sure to assign the customer in order to have their contact information available when sending the invoice. The customer record needs to be stored in the CRM system beforehand.
NOTE: Your own company details will be copied from your account settings automatically.
4. Then set the invoice issue date and the date the invoice is due.
5. If you are creating a deposit invoice, configure the total amount by inserting a percent or the total amount that needs to be paid.
If you are creating a full-price invoice, all products will be copied from the pricing table. Any product can be removed and products can be repositioned by dragging them to the preferred place.
6. Click on the Save and Send button when the invoice is ready to be sent.
Tap the Save it as Draft button in order to have the possibility to make further changes later.
7. All invoices can be viewed and their statuses can be tracked in the Invoices tab in the left-hand menu.
Select a Terms and Policies document to show it in the checkout for the customer.
Navigate to your account Settings and select the Terms and Policies tab. Then select one of the documents in the dedicated column (Show on invoices) you wish to display in the checkout your customers will navigate through when paying the invoice.
