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Invoice Management

Invoice management allows you to create and send professional invoices to your guests. This ensures faster payments and a more organised billing process, saving tourism operators time on administrative tasks.

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated over 2 months ago

allows you to create and send professional invoices to your guests. This ensures faster payments and a more organised billing process, saving tourism operators significant time on administrative tasks. For example, you can send an invoice immediately after a booking confirmation to ensure prompt payment.

Accessing this feature

REQUIRES_DEVELOPER_INPUT - Cannot provide accurate navigation path as "Invoices" is not under "Bookings".

How to use it

Sending Your First Invoice

  1. Once you are on the main 'Invoices' page, click the Create New Invoice or Add New Invoice button, usually in the top right corner.

  2. Choose the customer for the invoice. Type the customer's name in the provided field. If the customer is already in the system, their name will appear, and you can select them. If they are a new customer, click Add New Customer and fill in their basic details (name and email address).

  3. Fill in the invoice details:

  • Invoice Date: This is usually today's date, but you can change it if necessary.

  • Due Date: Set the date you expect payment.

  • Invoice Number: The system will usually generate a unique invoice number automatically.

  • Reference (Optional): Enter a booking reference or purchase order number, if applicable.

  1. Add line items detailing the services or products being invoiced:

  • Click Add Item or Add Line Item.

  • Description: Type a clear description of the service (e.g., "Two-Day Outback Adventure Tour for John Smith", "Kayak Hire - 2 Hours", "Accommodation - Ocean View Room 3 Nights").

  • Quantity: Enter the number of items.

  • Unit Price: Enter the price for one item. The system will usually calculate the total automatically.

  • If you have multiple items, click Add Another Item and repeat the process.

  1. Review the entire invoice carefully. Ensure the customer details, dates, descriptions, prices, and totals are correct. Verify that your payment terms are clear.

  2. Click Send Invoice or Email Invoice. This will usually bring up a confirmation screen. Check the email address again.

  3. Click Confirm Send or a similar button. The invoice has been sent, and its status will be updated on your Invoices page to 'Sent' or 'Pending'.

Tips

  • Send invoices promptly after booking confirmation or service delivery for quicker payment.

  • Use very clear descriptions when adding line items to avoid confusion.

  • Set realistic due dates and include payment terms.

  • Customise invoices with your branding.

Need help?

For further assistance, contact us at [email protected]

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