💬 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 are allowed to accept multiple payments (e.g., half by credit card, half by bank transfer). Always good to add this to your internal notes to keep track.
💬 How do I handle refunds?
Create a credit note and admin will 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.
When your file is fully completed, including the commission from Travel Experts.
💬 How do I know if an invoice was paid by a client?
Check the Payments tab — if the total equals the invoice amount, it’s fully paid.
Check the amount due in the files overview table.
💡 Tip: If you’re unsure about financial adjustments or credits, always check with Admin before proceeding. It keeps both client communication and accounting clean.