Streamline your workflow and collect payments faster by importing a supplier quote or document within a TravelJoy invoice. You can do this easily by opening a TravelJoy invoice in edit mode, then locating the Magic importer. Once a document is selected and uploaded, TravelJoy takes it from there!Â
Creating an invoice from a document
To upload a document, first start by creating a new invoice within your client's trip or opening an already created invoice in edit mode.
Once open, navigate to the Magic importer and select or drag and drop which document you'd like to import from your device:
Matching an imported invoice to invoice item templates
When uploading an invoice using the Magic importer tool, we'll alert you if an item within that invoice matches a saved invoice item template:
If you choose to apply the template to this invoice item, Magic importer will fill in the rest of the template details for you!
Not looking to use a template? No problem! Simply click "Finish import without templates" to proceed.Â
Comments
1 comment
I wish there was a way to go into a proposal and select items to import into an invoice. Â I don't want the automatic authorization to be set up on most of my proposals as I need to often change items (like price) slightly. Â Also, there are very few occasions when I would have an invoice from a supplier before sending an invoice to a client from Traveljoy. Â For me, I need to invoice through TJ for the booking before I can process 90% of the bookings I make with suppliers. Â
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