Invoices
Articles in this collection
- Add or edit bank details on your invoices
To add or change bank details on your invoices:Click your avatar in the top right of your screen.Click ‘Settings.’Click the ‘Business’ tab.Click the 'Finance' section.Add or edit the relevant information in the 'Invoice Notes' section.Click the...
- Set up a payment schedule for your clients
To set a payment schedule for your clients, follow the steps below:Click the 'Trips' section and select the relevant trip.Click ‘Manage’ in the top right of the screen.Click the ‘Payments’ tab.In the 'Who is paying' section, select who is paying for...
- Marking a payment instalment as paid if not using Stripe or using a combination of payment methods
If you are taking payment via a different method, for example, by bank transfer or cash, follow the steps below:Select the applicable trip.Click ‘Manage’.Click the ‘Payments’ tab.Click the three dot icon next to the relevant payment instalment in...
- Send an invoice to your client (for a fixed price trip- not itemised)
In the ‘Client Invoice’ of the 'Payments' section of a trip, you can edit and send invoices to your clients. The invoices will be branded with the business details set in the account 'Settings'.To customise and edit an invoice, follow the steps...
- Send an invoice to your client (where prices have been added to individual itinerary cards)
In the ‘Client Invoice’ of the 'Payments' section of a trip, you can edit and send invoices to your clients. The invoices will be branded with the business details set in the account 'Settings'.To customise and edit an invoice, follow the steps...