An Invoice Card embeds a specific Invoice directly into a Travel Dashboard, so guests can see what's been paid, what's due, and even pay directly from there. You can attach an invoice that already exists, or you can create a brand-new one from scratch right inside the card window, without leaving the dashboard. You can also start from a template instead of a blank invoice, if you prefer.

Step-By-Step Instructions

1. In the section of your Travel Dashboard where you want to add the card, click the +Add button.
2. Select Invoice from the dropdown menu. This opens the Add Invoice window.
3. Under Card Design, enter a Card Title. It defaults to "Invoice," but you can rename it.
4. Under General Information, choose Search Invoices to attach an existing invoice, or New Invoice to create a brand-new one.

If You Chose Search Invoices

• Use the Select File field to choose the File the invoice belongs to.
• Use the Select Invoice field to choose the invoice you want to display.
• • Select Invoice only lists invoices that already exist in the chosen File. If it's empty, create an invoice in that File first, then reopen this window.
• Click Add Card to save the Invoice Card to your Travel Dashboard.

If You Choose New Invoice

• Choose New from Scratch to start with a blank invoice, or New from Template to build from one of your own templates.
• Either option takes you into the normal invoice-creation workflow to build out your invoice. If you chose New from Template, search for and select a template first, then fill in or update any required information, such as the amount due.
• When you're finished, click Back to Travel Dashboard at the top. Your new invoice is added to the dashboard as the Invoice Card automatically.

Tips & Tricks 💥

• Once saved, the card shows the Due Amount, Paid Amount, and Next Payment Due, along with an Open Invoice button. Guests click Open Invoice to view the full invoice in a new tab.
• Card title default to Invoice if you don't enter a custom title in the Card Title field.
• Hover over the card and click the pencil icon to access the edit menu. This dropdown gives you these options:
• • Edit Card changes the card title and settings
  • Edit Invoice opens the invoice editor so you can modify the invoice details
  • Change Section moves the card to a different section of your Travel Dashboard
  • Delete Card removes the card from your dashboard (a confirmation window will ask if you're sure)

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