Edit a reservation. In the Documents field find the Offer label and click Create. NOTE: This option is available depending on reservation status. The Creating document window will appear. Define parameters: Document template – Offer or Offer single item prices hidden Document date – The date of the document Language – Select languages this document[…]
Documents
Creating an invoice
Edit a reservation. In the Documents field find the Invoice label and click Create. NOTE: This option is available depending on reservation status. The Creating document window will appear. Define parameters: Document template – Invoice or Invoice single item prices hidden Document date – The date of the document Language – Select languages this document[…]
Creating a pro froma invoice
Edit a reservation. In the Documents field find the Pro forma invoice label and click Create. NOTE: This option is available depending on reservation status. The Creating document window will appear Define parameters: Document template – Pre-invoice or Pre-invoice single item prices hidden Document date – The date of the document Language – Select languages[…]
Creating an itinerary document
An itinerary document is used for adding itinerary information and photos to a document. This document can be sent to your customer together with an offer (or any other document). You can write a custom itinerary on a reservation, write a custom itinerary on reservation items, or add description and photos from your travel products[…]
Reservation statuses and documents
Depending on reservation status, different document types are available for creation Inquiry Option Confirmed Canceled Unrealized Finished On hold Offer + + + + Supplier confirmation + + + + Pro forma invoice + + + Invoice + + Voucher + + Contract + + Supplier invoice + + + Specification + + Itinerary +[…]