Understanding what your client can see on an invoice – TravelJoy

We've created an easy way to determine what will and will not be visible to your clients on their invoices.

The client will see a few sections on any given invoice:

List of travelers for the invoice (if enabled)
Line items (the services the client is paying for)
Amount to authorize (except for direct invoices)
Payment schedule

The client will never see the below information on invoices:

Supplier information
Commission information

The line items area will have the most detail, and each line item's details will depend on the item type (hotel, air, insurance, etc.). For example, the below image shows a completed Hotel item type:

As you'll see, each detail except "Type" has an open eye to the left of the text box. This indicates the client will be able to see this detail on the invoice. The "Type" field is for internal use, and therefore has an eye icon with a slash through it, indicating the client will not see it.

You will see more of this icon on the Commission tab:

Since nothing on the commission tab shows an eye icon without the slash, nothing in this section will be visible to the client.

Here is the end result of the above item entry, from the client's view:

Note that none of the hidden fields from the Add Invoice Item box are visible on the client invoice.

Also note that you can see exactly what the client will see at any time by clicking "Preview" at the top of an invoice, then clicking "Edit" if you need to make changes:

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