How do I issue an invoice for a traveller with a deposit?

Most travellers pay a deposit when booking and the balance before travelling, and the system tracks that for you.

Steps

1. Open Travel → Invoices — Figure 1 — then New invoice — Figure 2.
2. Pick the contact (the traveller or whoever is paying for them) and the trip, if it belongs to one.
3. Add the items: a ready package or individual services, adjusting the price where needed.
4. Enter the discount and tax, and the total is calculated.
5. Enter the deposit amount and its date, then save the invoice — Figure 3.

Notes

• The payment status changes on its own: unpaid → partially paid → paid, so do not set it by hand.
• Always link the invoice to the trip; an invoice with no trip does not count towards the trip’s profit.
• Put your cancellation and refund terms in the notes; that is your reference if the traveller withdraws.