Agreements, Invoicing & Payments
Contracts, e-sign, invoicing, crediting, and payments
13 articles
Creating a Travel AgreementLearn how to create a Travel Agreement once all services have been added to a file.
Using E-Sign for customer approvalLearn how to send a Travel Agreement for electronic signature (e-sign).
Creating a deposit invoiceLearn how to create and send a deposit invoice after preparing a Travel Agreement.
Creating a balance invoiceLearn how to issue the final invoice once the trip is confirmed and the balance is due.
Issuing a credit note (deposit or balance)Learn how to issue a credit note to cancel or correct a deposit or balance invoice.
Understanding invoice & agreement statuses (DEP, INV, CAN, TOI)Learn what the main TravelMind invoice and agreement statuses mean and how to read them.
Registered payments (credit card, bank transfer)Understand client payments and keep balances up to date.
Handling vouchers, gift cards, and Corona vouchersLearn how to manage bookings that use vouchers, gift cards, or Corona vouchers as payment.
Adjusting prices or services after an invoice has been sentLearn how to correct a file if a price or service changes after invoicing.
Creating additional agreements for multi-address travelersLearn how to issue separate Travel Agreements for travelers living at different addresses.
Frequently asked questions about invoicing and paymentsAnswers to common questions about TravelMind invoicing and payments.
Managing suppliers and contactsLearn how to maintain supplier and contact information in the Derde (Third) module.
Creating a deposit invoice without a Travel AgreementLearn how to create a deposit invoice in cases where no Travel Agreement is needed.