Last updated September 22, 2026
When you create or update a booking with a price and confirmation number, JourneyFuse automatically adds it as a line item on a draft invoice for that trip. This saves you from manually creating invoices for every booking.
Auto-invoicing also triggers when you update a booking's status, price, or confirmation number.
The system skips auto-invoicing and shows you a notification explaining why:
| Skip Reason | What it means |
|---|---|
| No confirmation number | Add a confirmation number to the booking first |
| No price | Add a total price greater than $0 |
| No client | Assign a client to the trip first |
| Already invoiced | A line item with the same name and price already exists on the draft |
| Turned off for your agency | Auto-invoicing is switched off in Settings (see below) |
| The invoice came from a proposal | The trip's invoice is the one your client accepted at checkout, so it already bills what they bought. Bookings you add afterwards are not added to it automatically, whether they are the same rooms entered as real reservations or something new. If a booking is an extra charge, use Add to invoice in the notification |
When a client accepts a proposal or books a group cabin, their invoice is itemized from what they accepted. When you then enter the real supplier reservations, JourneyFuse leaves that invoice as it is, so your client never sees the same cabin billed twice.
If you would rather the invoice list the real bookings, one line per reservation with its own price, delete the lines that came from the proposal. From then on, each booking you add or update is billed on its own line as usual.
Auto-invoicing suits most advisors, so it is on for every agency by default. It is a per-booking behaviour though, which is awkward in one specific situation: a group where one person pays for everybody. Six cabins entered as six bookings across six trips give you six drafts, and you would delete five of them before billing the payer for the lot.
Go to Settings → Agency & Branding → Defaults, card Payments & Invoice Defaults, and choose what happens When you add a priced booking. It applies to your whole agency:
With Do nothing:
Existing invoices are untouched either way, and you can turn it back on at any time.
If you assign a client to a trip that already has priced bookings, the system retroactively creates a draft invoice with all eligible bookings as line items. You don't need to go back and manually add them.
This follows the same switch: with auto-invoicing turned off for your agency, assigning a client no longer creates the draft either.
You can add terms and conditions to any invoice from the invoice editor:
Toggle Your terms to add your standard terms. The default text comes from your workspace settings (Settings → Agency & Branding → Defaults → Terms & Conditions, or Settings → My Business → Terms & Conditions for a solo advisor). You can override the text for individual invoices.
If the trip has supplier bookings, you can include each supplier's terms and conditions. Toggle individual suppliers on or off, and optionally override their default text for this specific invoice.
Terms appear on the public invoice page that your client sees.
Auto-invoicing creates a Draft invoice — nothing is sent to the client until you review and send it. You can:
Attach agency and supplier terms to invoices, override per invoice, and control what clients see on the public invoice page.
Send payment reminders and receipts from the invoice page, and set automatic payment reminders in Automations → Payment reminders.
A monthly sweep that catches every trip with an open balance, including balances added after final payment, and can send clients a recurring statement.