If you prefer videos, check this one out on How to Create a Client Invoice
Step 1: Add reservations to the trip including prices.
Step 2: Add travelers to the reservations.
Step 3: Create client invoice from the 'Accounting' button on your planner page.
Step 4: At the top, in the 'Paying as' dropdown list, select either 'Individual' or "Group paying as 1',
Step 5: If 'Individual', select traveler or travelers who are paying for invoice.
Step 6: Select deposit amount/installment dates/final payment and click save.
Step 7: In 'travelers information' pick the traveler you chose to pay, under 'Inv' click the number '1' to view invoice.
Step 8: At the bottom right press 'send', enter recipient email address and select 'send invoice'.
View our quick step by step video:
