You can now choose to display more details from a confirmed Itinerary on an invoice. Here's how:

Step-By-Step Instructions

1. Navigate to the Financials module
2. 1. Or the Financials tab on an expanded File
3. Click +Create New to start a new invoice
4. 1. Or select an existing invoice and click Edit
5. Go to the Miscellaneous tab
6. In the Notes section you can choose to:
7. 1. Automatically insert link to confirmed itinerary
   2. 1. When enabled you can customize the default text
      2. This option is only available for confirmed Files
8. In the Attachments section you can choose to:
9. 1. Automatically attach PDF of Travel Brief
   2. 1. This option is only available for confirmed Calendar Builder Itineraries
10. In the Additional Settings section you can select the following options:
11. 1. Show Travel Brief information
    2. 1. Choose to show the following. You can select one or more options:
       2. 1. Flights
          2. Accommodations
          3. Entire Travel Brief
       3. This option is only available for confirmed Calendar Builder Itineraries
    3. Show Inclusions and Exclusions from Costs tab
    4. Show Guest Names from Travelers tab
12. Click Save

What Your Clients Will See

Tips & Tricks 💥

• ABTA/ATOL logos will automatically appear on the invoice once they’ve been added in the File > Information tab.

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