Invoices

The Invoices & Cards page gives you a full view of all invoices across your trips. Invoices are created from inside a trip — use this page to monitor status, spot overdue items, and search across all clients.

Two tabs sit at the top of the page:

• Invoices — the invoice list described below
• Card Authorizations — secure card details collected from clients (see Card Authorizations)

Both live under Invoices & Cards in the sidebar.

Creating an Invoice

Invoices are created from within a trip. Open any trip, go to the Invoices tab, and create an invoice from there. Each invoice is tied to the trip and its client.

Invoice Statuses

Status	What it means
Draft	Created but not yet sent to the client
Sent	Sent and awaiting payment
Partially Paid	Payment received but balance remains
Paid	Fully paid
Void	Cancelled
Overdue	Sent or partially paid, and the due date has passed

How the List Is Organized

By default (the All filter), invoices are grouped into sections so the page stays short and the items that need action rise to the top:

• Needs attention — overdue, sent, and partially paid invoices
• Paid — fully settled invoices
• Drafts — collapsed by default (click to expand)
• Void — collapsed by default

Each row shows the client and status badge, with the invoice number, trip, and viewed status as a subline, plus the payment progress, amount, and due date. Click any row to open the invoice inside its trip.

Filtering and Searching

Use the status filter pills to narrow to a single status — All, Overdue, Partial, Sent, Draft, Paid, or Void. Picking a specific status switches the grouped view to a flat list of just those invoices.

Use the search bar to find invoices by invoice number, name, client name, or trip name. Searching automatically expands the Drafts and Void sections so nothing is hidden.

Row Actions

Hover any invoice row for quick actions:

• Preview — open the client-facing invoice page
• Remind — send a payment reminder (sent/overdue invoices)
• Pay — record a payment
• ⋯ — void or delete the invoice

Billing a Different Person

By default every invoice is billed to the trip's client — their name and address appear in the Bill To box, and the invoice, receipt, and reminders all go to them. On a shared or group trip you'll sometimes want a single invoice billed to someone other than the lead client (for example, one friend in a group paying for their own room).

Open the invoice, go to Settings, and use the Bill to picker:

• Trip client (default) — bills the trip's client, as before.
• A traveler on the trip — uses that traveler's name and email. Travelers don't carry an address, so add one in the fields below if you want an address shown.
• Someone else… — type any name, email, and address.

Whatever you choose drives the Bill To block on the client-facing invoice and the recipient of the invoice email, payment receipts, and reminders — so the person being billed is the one who hears about it. The trip's client record is never changed, so editing a recipient here never affects anyone else's invoices.

This changes who the invoice is addressed to, not the amount. Picking a traveler sends that traveler the full invoice total, not their share of it. To bill each traveler only their own amount, use Traveler Payment Splits below.

If you find yourself making a separate single-person invoice for each traveler, consider Traveler Payment Splits below instead: one invoice with a separate pay link and balance per person.

Traveler Payment Splits

If a trip has multiple travelers, you can split an invoice so each person pays their share. See Split Payments & Traveler Shares for the full guide.

Card Authorizations

You can collect credit card details securely and charge cards when ready. See Card Authorizations for details.

Sending an Invoice That Doesn't Collect Payment

Sometimes the invoice is a statement, not a checkout. You may be collecting through a Group Fund, taking a check or a Zelle transfer, or having the client pay the supplier direct, and you still want them to see what they owe and when.

Open the invoice, go to Settings, and switch off "Accept online payments." The client-facing invoice then shows every amount and due date exactly as before, with no Pay Now buttons and no card-on-file prompt anywhere on the page.

Underneath the switch is an optional How to pay note. Whatever you type there is shown to the client in place of the payment buttons, so use it to say where the money should actually go:

The Sisterhood Experience is collected through our group payment link, not through this invoice. Use the link in your welcome email to pay your share.

Leave it blank and the invoice says payment is collected separately and you will send instructions.

A few things worth knowing:

• The switch is on by default, so nothing changes on invoices you have already sent.
• Payments already recorded or authorized before you flipped the switch stay exactly as they are. Turning payments off stops new ones, it does not undo old ones.
• You can still record payments yourself from the invoice as they arrive, so the balance stays accurate.
• You do not need to delete or zero out your payment schedule to stop the payment prompt. Leave the real amounts in place — that is what the client is reading.

Auto-Invoicing from Bookings

When you create a booking with a confirmation number and price, JourneyFuse automatically adds it as a line item on a draft invoice. This saves you from manually entering every booking. See Auto-Invoicing from Bookings for the full guide.

Terms & Conditions

You can attach terms and conditions to any invoice:

• Agency Terms — your default terms from workspace settings, with per-invoice override
• Supplier Terms — toggle individual supplier T&Cs on or off, with optional overrides

Terms appear on the public invoice page your client sees. Configure your default agency terms in Settings > Invoice Terms.

Team Views

If your workspace has multiple agents, owners and admins can use the agent filter to see invoices by a specific advisor. In My View, the list is automatically scoped to your own trips.