Create and send a group invoice – TravelJoy

Let's create a group invoice to save you time. Group invoices can be used when group members have identical bookings for one or more items in the trip, such as three hotel rooms all the same price. No need to create three individual trip invoices; just create one group invoice and send it to three people in the group.

1. Click the "All Travelers" tab
2. Click "Create" and choose between Group Invoice (Supplier) and Group Invoice (Direct):

3. Click "Add Invoice Item" and then create a new item or select one from your invoice item templates. We'll go with Hotel (default) for this example:

4. Fill in the details for the hotel reservation for one of the three identical bookings and click Save:

5. Name the Group invoice and add a payment schedule:

6. Once you've previewed the invoice and all looks good, click "Next" then "Save & review email"

Note: Clicking "Next" > "Save" will publish a form to the group without sending it. To see how to send copies of the Group Invoice to individuals, see step 8 below.

7. Choose to Send All or Send Individually. (Check out the guide on Group Messages for details!) For this scenario, we'll choose Send All:

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8. Uncheck any travelers you don't want to send the invoice to and then click "Send Email to Trips":

That's it! You've sent your group invoice. If you need to resend a group invoice later, head to the All Travelers tab for your group, then click Group Files.

From there, find your Group Invoice, click the three dots on that invoice and click "View Status". From here, you can choose between New/Ready, Sent, Skipped and Failed to send the invoice again:

Finally, click Send Email to finish sending the invoice. A copy of this invoice will now be located under that client's Files tab for easy follow-up.

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