Invoices
Print an invoice for any booking with your agency's name and logo, or save it as a PDF and send it to the customer.
Every booking has a ready invoice built from its details. There's nothing to type: any change to the booking or its payments shows on the invoice straight away.
Invoices are available to owners and managers on the Growth and Pro plans.
Print an invoice
Open the booking
From Finance → Bookings.
Click "Print invoice"
The invoice page opens in A4 size.
Click "Print"
Only the invoice is printed, without the app's menus.
Sending it to the customer
There's no public link for invoices. To send one:
- Click Print.
- In the print dialog, choose Save as PDF instead of a printer.
- Send the PDF to the customer on WhatsApp or by email.
Tip
The invoice uses the language you're viewing the app in. If your customer needs it in English, switch the interface to English and print it; it will use your agency's English name if you've set one.
What's on the invoice
| Part | Contents |
|---|---|
| Agency details | Logo, name, address, city, phone, email and website |
| Invoice no. | Same as the booking ref, with the date and a Due date if you set a payment due date |
| Bill to | The customer's name, phone and email |
| Trip | Booking title, travel date and number of travellers |
| Items | Description, qty, unit price and amount |
| Totals | Subtotal, discount, total, paid, and balance due (or Paid in full) |
| Payments received | Each payment with its date, method and reference |
| Notes | The booking's notes |
| Terms & conditions | Standard text about availability, cancellation policies and paying the balance before departure |
Costs stay private
The invoice shows selling prices only. Item costs and profit are never shown to the customer.
Make your invoice complete
- Upload your logo in Settings → Logo.
- Fill in your address, phone, email and website in Agency profile.
- Pick the customer on the booking so their details appear under Bill to.