When a client uses a voucher or gift card, you must create the new trip in the same file where the original voucher was issued. This keeps the financial link intact.
📌 Screenshot: [Voucher example placeholder]
Step 1: Update the travel info
Keep the same file number.
Update departure/return dates and destination to the new trip.
Step 2: Add the new services
Add all services for the new trip.
Depending on the case, you will handle the amounts differently:
A. New trip = same value as voucher
Select the new services and create a new Travel Agreement and invoice.
Select the voucher service and create a credit note.
→ The new invoice replaces the old one with the same total.
B. New trip = higher value than voucher
Copy the old voucher line (“Other – BTS Voucher”).
Open the copied line and set the price in negative.
Create a new Travel Agreement including both the negative line and the new services.
→ The new invoice automatically calculates the additional amount due.
C. New trip = lower value than voucher
Create a new Travel Agreement and invoice for the new trip.
Credit the original voucher article.
Adjust the credited voucher price to the new value.
The remaining balance can be refunded or left as client credit.
💡 Tips
Always mention both file numbers in Notes if multiple files are linked.
Do not delete old voucher lines — use crediting instead for traceability.