Direct vs. Supplier Invoices
Use a Supplier Invoice to itemize costs and capture a client's credit card information along with an authorization. This allows you to use their card to pay suppliers.
Use a Direct Invoice to charge your client's payment method directly, pulling their payment into your trip or group's Funds balance. This allows you to pay suppliers and withdraw markup and planning fees.
(More on the difference here).
Create a supplier invoice
In any trip, click the blue Create button and then choose Invoice (Supplier):
Type an item name, description, and price in the boxes provided, or choose a prebuilt item template from the "Add from template" dropdown list:
To edit the invoice item details, such as confirmation numbers and commissions, click the pencil icon to the right side of the item, and use the "Item" and "Commission" tabs on the box that appears:
Add as many items as you'd like by repeating the steps above. Note that you can reorder line items by dragging and dropping them.
Next, scroll down to the payment schedule and choose "Pay in full" or "Deposit and final payment" to set up your payment schedule. If you would like to use monthly payments or a custom payment schedule, click the blue "Edit" button:
Scroll down to the gray settings area and confirm your settings, including choosing your preferred terms and conditions and your preferred confirmation page, which will appear after the client submits their authorization:
When your invoice is ready, click "Next: Review Email" at the top-right corner, then review the email message and click Send:
Comments
1 comment
The cost of my client's trip decreased since the invoice was sent. The deposit has been authorized and paid to the supplier. How do I change the total cost on the invoice so that it shows the true balance? Thanks so much!
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