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.
- Creating a deposit invoice without a Travel AgreementLearn how to create a deposit invoice in cases where no Travel Agreement is needed.
- Creating a VoucherLearn how to create a new file and enter client, voucher validity dates, and passenger details.