A balance invoice (also called a final or saldo invoice) is created after the deposit has been paid and all travel services are confirmed.
Steps to create a balance invoice
Go to the Travel Agreement tab.
Click on the services where you want to make the deposit invoice.
Click on Invoice.
Verify:
Client and travelers
Services
Total price and VAT (if applicable)
Click Create Invoice.
Review it in the Invoices tab.
After creation
The balance invoice replaces the deposit invoice in the client’s total.
If both exist, the system calculates the remaining balance automatically.
The invoice appears as INV in the list (Deposit invoices are DEP).
💡 Tip: Always double-check all services before issuing the balance invoice — once confirmed, it can’t be changed.
When to issue a balance invoice
After all supplier bookings are confirmed
Around 6 weeks before departure (standard) or at least 1 week before we need to do the payment to the suppliers