Just like Itinerary and Lookbook templates, Invoice templates can be a game-changer when it comes to saving time and streamlining your workflow.

Follow these steps to set up and use Invoice templates:

Step 1: Create Your Template

1. Go to your Financials module.
2. Click + Create New > Create Invoice > New Invoice on the modal.
   

Step 2: Fill in the General Info

• Select an existing file (Don’t worry about this—once saved as a template, you can delete this invoice, and the template will clear the file field.)
• Select a client in the "Billed To" field (This will also be cleared automatically when using the template.)
• Enter your company details (name, address, website, and optionally, email, phone number, and registration number).
  

Step 3: Configure Payment & Invoice Details

• Total Invoice Amount – Input an amount (this will reset when using the template).
• Allow Card Payments – Decide whether clients can pay via credit card.
• • If enabled, choose whether to absorb card fees or pass them on.
  • If passing on fees, set the surcharge %, keeping in mind that this may not exactly match processing fees.
• Payment Schedule – Set up default installment plans.
• • Example: A 25% non-refundable deposit due 3 days after the invoice is issued, with the remaining 75% due 90 days before travel.
  • Alternatively, set fixed amounts (e.g., a flat $1,000 deposit).
  • Configure due dates as either relative to the travel date or fixed calendar dates.
  • Remember, you can always create multiple templates for different billing scenarios.

Step 4: Optional Customizations

• Cost Breakdown – Leave blank if you don’t want a breakdown to appear on the client invoice.
• • If using this template as a starting point for multiple clients on the same trip, you can add line items, grouped as needed.
• Miscellaneous Tab – Add standard cancellation policies, notes, and terms & conditions to avoid manually entering them each time.
• Send Tab – Enable automated payment reminders (optional).
• • The system provides a suggested cadence, but you can customize the schedule.
  • If multiple installments are due, reminders will be sent for each until each payment is made.

Step 5: Save & Use Your Template

1. Click Save at the top and select Save as Template.
2. The next time you need to create an invoice:
3. • Click Create New > New Invoice > New from Template.
   • Simply attach the relevant file and select the client to bill—and you’re done! 🎉
     

By setting up Invoice templates, you’ll save time, reduce manual work, and ensure consistency across all your invoices. 🚀