Each service line includes a Notes field and a Reference field. Filling these correctly is essential for smooth invoicing and supplier matching.
📌 Screenshot: [Service details window placeholder]
Supplier reference
Always enter the real booking number, PNR, or policy number.
Avoid placeholders like “1234” or “test.”
This reference appears on purchase reports and helps Admin verify supplier bills.
Examples:
Flight – PNR AB12CD
Hotel – Expedia #E54321
Insurance – Allianz Policy #IT0012345
Notes
The Notes field is visible on the client’s documents, so it should be clear and customer-friendly.
Examples of good notes:
“Return flights Brussels–Rome incl. 20 kg baggage per person.”
“7 nights at Hotel Hilton Rome – Deluxe room with breakfast.”
“Car rental – Compact SUV with full insurance and GPS.”
💡 Tip: Keep internal comments (like refund info) in the Notes section of the dossier, not in service notes.
Why this matters
Ensures invoices and order forms show professional, accurate details
Helps Admin match services to supplier invoices quickly
Reduces client questions and disputes