💬 When should I issue a deposit invoice?
As soon as the Travel Agreement is signed and before confirming services with suppliers.
💬 Can I edit an invoice after sending it?
No. Once confirmed, invoices are locked. You must credit and reissue.
💬 What if a client pays by multiple methods?
You can record multiple payments (e.g., half by credit card, half by bank transfer) — just add each one in the Payments tab.
💬 How do I handle refunds?
Create a credit note and record the refund payment as a negative amount or voucher, depending on policy.
💬 When should I close a file?
After the balance invoice is fully paid and all supplier purchases have been processed.
💬 How do I know if an invoice was paid?
Check the Payments tab — if the total equals the invoice amount, it’s fully paid.
💡 Tip: If you’re unsure about financial adjustments or credits, always check with Admin before proceeding. It keeps both client communication and accounting clean.