For more information on invoicing, see the related articles below:
1. Locate the Invoice you Created or Start a New One
Select the trip that contains the invoice, then make sure the correct invoice is selected. You can also click the "add new" button at the bottom to start a new one.
2. Select "Use Payment Schedule"
After adding all your items to the invoice (Ex. hotels, flights, etc), you can click the "Use payment schedule" button to include an item that has already been paid. If you need help getting started with your invoice, please refer to this article.
3. Now Select, "Add Installment"
This will allow you to add an item that has already been paid.
4. Add in the Item/Deposit
Add the deposit/item in and mark how much they paid under the "Amount" column. Make sure the total matches up to the overall invoice amount!
5. Send!
To share the invoice, use the send button in the top right hand corner.
Note: An invoice cannot be edited once sent.
6. WAIT! There's More.. Mark the Item as Paid.
After the invoice is sent, select the "authorizations" tab and mark the deposit/item as "paid" using the ellipses on the right.
7. View the Invoice
To see what it looks like for the client, click "preview."
8. The Item/Deposit Should Now Say Paid!
