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Creating additional agreements for multi-address travelers

Learn how to issue separate Travel Agreements for travelers living at different addresses.

Updated over a week ago

Sometimes travelers in one trip require separate agreements — for example, when each pays individually or lives at a different address.

You can create additional Travel Agreements inside the same file.

📌 Screenshot: [Multiple agreements placeholder]


Steps

  1. Open the file.

  2. Go to the Travel Agreement tab.

  3. Select the services and travelers for the first client and create the first Travel Agreement.

  4. To create another:

    • Go back to the General tab.

    • Copy the required services (using “More → Copy”).

    • Adjust details (traveler name, dates, price, etc.).

  5. Create a new Travel Agreement for the second client.

💡 Tip: Only copy the relevant package or hotel lines — not the deposit item. Each traveler should have their own agreement and invoice.


After creation

Each client will have:

  • Their own Travel Agreement

  • Their own invoice and payment record

  • Shared service references (for admin traceability)

⚠️ Important: Always make sure both files reference each other in Notes to avoid confusion.

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