Customers – How Do I Create A Customer Invoice
To create a customer invoice, go to Deals/Deals List. Select the deal for which you need to create the invoice. Click Create Invoice, or navigate to Deal Details/Operations and use the +CUSTOMER INVOICE button to create the invoice.
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The invoice you create will appear in the Operations/Customer Invoices list and under Deal Details/Operations. You may print or email the invoice using both the general list of Customer invoices or from within Deal details.
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In the General details, you can choose whether to print the Itinerary on the invoice or not, or to enter a custom text to be printed on the invoice.
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You may edit Payment details, including setting a Down Payment amount, Down Payment Due Date, Rest Payment Due Date, and Payment Type. If you need to modify anything related to Payment details, go to Operations/Customer Payments and make the necessary changes there, as this information will be displayed on the invoice when printed.
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If the customer invoice created is incorrect and cannot be rectified through editing, you will need to create a credit note for this invoice. To do so, select the customer invoice from Operations/Customer Invoices and choose Create Credit Note.
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The list of all invoices issued to a customer can be found under Customer/Customer Details.
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The list of all invoices for all customers can be viewed in Operations/Customer Invoices.
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