Whether it's a direct invoice or a supplier invoice, you can quickly choose the intended recipient directly from the invoice itself. This can be helpful when multiple travelers are contributing to the cost of a single trip.
To get started, add any additional travelers to the trip, and make sure every traveler has an email address on file. If a traveler has no email address, we can't send an invoice, so you won't be able to select that traveler following these steps.
Next, create the invoice as normal, choosing either Invoice (Direct) or Invoice (Supplier). While on the Invoice page, select the intended recipient using the Client dropdown on the gray box in the middle of the page:
Direct Invoice version:
Supplier Invoice version:
After selecting the client, finish creating the invoice as you normally would and go to the Review Email page. Note that the "To" field now contains the client you selected on the invoice. Clicking "Send" will send this invoice to this client, prompting them for payment or authorization.
Comments
0 comments
Please sign in to leave a comment.