If a contract needs to be signed with your customer:
- Edit a reservation.
- In the Documents field find the Contract label and click Create.
NOTE: This option is available depending on reservation status.
- The Creating document window will appear.
- Define parameters:
Document date – The date of the document
Language – Select languages this document will be created in
Show persons – Display persons names on contract
Show number of persons – Display the number of persons on contract
Transport type – Choose transport type and enter data
Travel insurance – Choose travel insurance options
Custom fields – Create one or more custom fields that will be displayed on the contract
Show comment only – If selected, only the comment and the total amount will be displayed on the contract, instead of services from the reservation
Comment – a comment that will be displayed on the document
- Click Create button to create the offer or click Preview button to view it before creation in order to see how the document will look like.