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4.1. Documents

Sales Order / Invoice settings:

• Display on SO/INV - three different template exist on the system:
  • Only Net Amount - Sales Order & Invoice will display only Net amount due for the booking
  • Net and Gross Amount - Sales Order & Invoice will display Net & Gross amount
  • Net, Gross and Commission - Sales Order & Invoice will display Net, Gross & Commission amount

Statement settings:

• Statement remarks - free text remarks which will be displayed on the statement issued to the account
• Automatic statements - if checked automatic statement will be issued per account billing cycle
• User parent account statement remarks - if checked parent account remarks will be displayed on the statement

Voucher settings:

• Issue Voucher:
  • Automatically - vouchers are issued automatically for every transaction (booking)
  • Manually - voucher can be issued only manually by the Agent. When booking is confirmed, client will receive Booking Confirmation document but agent needs to issue the Voucher manually.
  • Manually if paid - agent is able to issue Voucher manually only if the booking had been paid.
• Send to agent who booked on behalf as well - if checked voucher will be sent to the agent on which behalf the booking was made.
• Account voucher remark - custom remarks can be added which will be visible under the line "Additional account voucher remarks" on the voucher and booking confirmation.
• On voucher display full provider name - if checked, provider name will be displayed on the voucher
• Show provider contact details on voucher - if checked, provider's contact details will be displayed on the voucher

Email subject settings:

• Display consultant name on the subject - if flag is selected Agent name will be displayed in the subject line of the Voucher and Sales Order email sent to the Travel Agent
• Display passenger name on the subject - if flag is selected Passenger name will be displayed in the subject line of the Voucher and Sales Order email sent to the Travel Agent
• Display proforma invoice

Document prefix

• Documents prefix - option to add custom prefix which will be visible on the accounting documents
• Use source serial for billing documents
• Add Lead Name to Invoice and Receipt - if flag is selected lead passenger's name will be displayed on the Invoice and Receipt

Now your can press the Submit button to create a new account.

Please note when the account was created you will receive a pop-up screen message "The action was completed successfully! ". Now you will see additional Setup tab where you will be able to see and set additional Account relations.

proceed to the next page - Setup Tab