Invoices & Payments

Viewing Invoices

Go to Invoices in the sidebar. Filter by status: Draft, Sent, Viewed, Partial, Paid, Overdue, or Cancelled.

Each invoice shows: invoice number, client name, type, issue date, due date, amount, amount paid, balance due, and status.

Invoices list page with status filters and invoice table

Creating an Invoice

The easiest way to create an invoice is from an itinerary:

1. Open the itinerary
2. Click Generate Invoice
3. The invoice is created with all line items from the itinerary

Invoice Types

• Standard — Full amount invoice
• Deposit — Partial payment (typically 30%)
• Final — Remaining balance after deposit

Invoice Detail Page

The detail page shows:

• Invoice number and status
• Client information
• Line items with quantities, prices, and totals
• Tax calculation (if applicable)
• Discount (if applicable)
• Payment Progress Bar showing how much has been paid
• Payment history with dates, amounts, and methods

Invoice Actions

Recording a Payment

1. Open the invoice
2. Click Add Payment
3. Enter:
   • Amount
   • Payment date
   • Payment method (Bank Transfer, Credit Card, Cash, PayPal, Wise, Airwallex, Stripe)
   • Transaction reference (optional)
   • Notes (optional)
4. Click Save

Payments Overview

Go to Payments in the sidebar to see all payments across all invoices in one place. You can:

• Search by client name or invoice number
• Filter by payment method or date range
• Create a new standalone payment
• View payment details