Invoices

The Invoices & Cards page gives you a full view of all invoices across your trips. Use it to monitor status, spot overdue items, search across all clients, and start a new invoice with New Invoice.

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

There are two ways in, and which one you use depends on whether the trip already exists.

From a trip. Open the trip, go to the Payments tab, and create the invoice there. This is the one to use when the trip is already built, because the invoice picks up its bookings, deposit, and travelers.

Without a trip. On the Invoices & Cards page, click New Invoice, pick the client, and optionally give it a description and a due date. This is for anything you bill a client that is not a booking you have already built: a planning fee, a consultation, a service charge, an airport transfer. A trip is created quietly around the invoice, so you can build the rest of it later and the invoice stays exactly where it is.

Either way the invoice is tied to a client, and an invoice can bill for anything you charge that client. It is not limited to money that flows through to a supplier.

Where the Deposit Comes From

A new invoice picks up its deposit automatically, in this order:

1. The trip's deposit, if you set one on the trip — this always wins.
2. The bookings' own deposits. If the trip has no deposit of its own, the invoice inherits the fixed deposit amounts recorded on the trip's active bookings, summed into a single fixed deposit. This is built for cruises: cruise lines quote a fixed dollar deposit per booking (say, $1,143 to hold the cabin), and that exact figure — not a generic percentage — is what the client should see as their amount due to confirm.

Replaced, cancelled, and component bookings don't count toward the inherited total, so a rebooked cruise doesn't double its deposit.

You can always change the deposit on the invoice itself — the inherited value is just the starting point. And if neither the trip nor its bookings carry a deposit, the field starts empty rather than suggesting a number, so nothing gets recorded that no one actually chose.

Mark invoice paid: closing out a booking you paid at the supplier

When you ran the client's card at the supplier yourself and the booking is done, you don't need to record each scheduled payment one by one. Click Mark invoice paid under the invoice's created date (it also sits on the trip's payment card). It shows while the invoice is neither paid nor void.

The dialog opens with the invoice total, what's been paid so far and the balance, then works out what is left before anything is written:

• This will record: each unpaid scheduled payment, with its amount and due date, plus any authorized card marked charged. If a row was partly paid, only the balance is recorded. With nothing scheduled, it records the Remaining balance as one new payment, marked paid. Total recorded sums it.
• Closes, records no money: pending card charges that were never run, which are closed rather than counted.
• Not included: anything it deliberately leaves alone, each with the reason.

Email the client a receipt is off by default here: closing out an invoice is bookkeeping, and your client already has their card receipt. Click Record $X and mark paid to finish.

Setting a booking's payment status to Paid in full on the booking now opens this same dialog for the booking's invoice, so the money is actually recorded rather than the booking only being labelled paid.

Picking a plan: how the rest gets paid

To lay out the payments still to come, open the invoice's Payment schedule and pick Pay in full, Installments or Custom, the same plan strip your proposals use. The top line shows the invoice total, what is paid, and what is left to plan. Then pick how the rest should be paid:

• Pay in full: all of it on one date.
• Installments: pick the day under Every month on the (1st to 31st), when the payments start, and the date of the Final payment. There is a payment on that day every month, and the final payment takes its own month's slot, so a plan on the 15th with a final payment on June 25 runs through May 15 and then June 25. A day the month doesn't have uses its last day, so the 31st falls on February 28 and then March 31. A new plan starts next month, so nothing is due the moment you save it.
• Custom: set each date and amount yourself, and add or remove payments. The line under the table says how much is still unplanned, or how much over you are.

The final payment date starts from the invoice's own final payment date, which follows the trip's client payment date (the supplier's date less your agency's buffer).

The table shows every payment before anything is saved. Payments already paid sit at the top with a lock, and so do payments held by a card your client authorized or by a Group Fund: those never move, because they are money that arrived or an amount the client agreed to. Equal amounts round down to the cent and the leftover cents go on the final payment, so the Total always matches the invoice.

Save plan replaces the unpaid payments with the ones in the table. The invoice keeps its one final payment, resized and re-dated, so its reminders and history stay. The next time you open Edit plan it starts on the shape you chose.

To email your client a card authorization form for each payment, tick Email a card authorization request for each payment and pick how many days before each due date it goes out (3, 5, 7, 10 or 14). You can add Terms for this trip, shown above the standard authorization statement.

Splitting one scheduled payment into several

To break one row of the Payment Schedule into installments (say, a $3,000 final payment into three monthly payments), hover the row and click the split icon (tooltip Split into several payments). Set Payments (how many), the Start Date, and the Frequency: Monthly (same day), or Every N days with an Interval (days). Confirm, and the original row is replaced by new ones that add up to the same amount. The toast reads Split into N payments.

The split icon only shows on an unpaid row with an amount. A row held by a card authorization takes its dates from the card's own schedule, so it isn't split here.

Recording a Payment

When money arrives outside the invoice's own pay button, such as a check, a Zelle transfer, or a card the supplier ran directly, use Record payment (the Pay action on an invoice row, or Record payment inside the trip) to log it so the balance stays accurate.

Email the client a receipt is off while the invoice is a draft, so your client is never sent a receipt for a bill they can't open, and on once it is open or emailed. The line under it shows exactly what the receipt will say.

The dialog does a few things to keep a quick entry from becoming a wrong one:

• The amount field seeds with the full remaining balance. If the client paid something smaller — most often the deposit — change it, or use the quick-picks below.
• Deposit and Remaining quick-picks. When the invoice carries a deposit that differs from the remaining balance, two one-tap buttons appear under the amount: Deposit (the invoice's deposit amount) and Remaining (the full outstanding balance). Recording a deposit payment is one tap instead of retyping the figure — and once the deposit has been collected, the Deposit button stops offering it, so you can't accidentally record it twice.
• Single-booking invoices tag the payment automatically. If the trip has exactly one booking, the payment is recorded against that booking rather than as untagged "whole trip" money. With multiple bookings, pick the right one from the list (or leave it at trip level for money that genuinely isn't tied to one component). Tagged payments are what keep per-booking paid figures and supplier-due tracking correct.

Recording a Refund

When part of a payment goes back to the client (a traveler comes off the trip, a price drops), first lower the invoice lines and the booking's Total Price to the new figure. Then, on the trip's Payments tab, switch to the Invoices view, click the ⋯ on the payment and choose Record a refund. Enter the Amount refunded, the Date refunded and a short Reason, then click Record refund.

What the client sees:

• Invoice page and PDF: the payment at its full amount, then a Refunded to you line for the refund with its date and reason. The payment's row reads Partly refunded, and Amount Due counts only the money that was kept.
• Client portal: the refund in the Refunds section, and the paid total counts only what was kept.
• Nothing is emailed when you record a refund. Let the client know yourself, or send them the invoice link.

Invoice Statuses

A draft invoice cannot be paid until you open or send it. Every status below says what your client can do right now.

On the trip's Payments tab the invoice card also carries a coloured stripe (grey draft, teal open, blue emailed, amber partially paid, green paid) and one sentence that names your client and says what they can do, for example "Dawn can't pay yet" or "$2,480.00 ready for authorization".

Open for payment vs. Send Invoice

There are two ways an invoice leaves draft:

• Open for payment puts a Make a Payment button on your client's trip. Nothing is emailed. Share the trip with Copy trip link, the way you would tell a client their trip is ready.
• Send Invoice does the same and also emails the invoice with a link.

Open for payment is one click and uses your agency defaults, including Clients choose any amount. The arrow beside it offers Open and email invoice and Choose options…, where you pick the amount rule and see a preview of the button your client will get. Right after opening, the confirmation has an Undo that returns it to draft while nobody has seen it.

Once an invoice is open, edits you make show on your client's trip right away. To take payments offline again, use Pause online payments in the invoice's ⋯ menu: Make a Payment disappears from the trip, and any card already on file stays.

To make every priced booking payable automatically, see How your clients pay.

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:

• Client sees — show the client's own invoice page, right inside the editor
• 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, click the name under Bill to, 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 Shares below.

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

Traveler Shares

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.

A payment recorded on the wrong invoice or booking can be moved, split or corrected without deleting it. See Move, Split or Edit a Recorded Payment.

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, click Online payment in the column on the right, 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.

Amounts the Client Pays the Supplier Direct

Not every dollar on an invoice is a dollar you collect. A resort fee due at check-in, a port charge settled on board, an amount the client already paid the supplier themselves — these belong on the invoice so the client can see the real cost of their trip, but they should never sit in what they owe you.

Every line has a storefront button in its actions. Turning it on marks that whole line as paid directly to the supplier: the amount still appears on the client's invoice, greyed with a Paid directly badge, and it drops out of the balance. The invoice footer totals those lines separately under "Paid directly (not collected)".

When only part of a line is paid direct

A $559.76 hotel line whose last $113.96 is due at the resort cannot use the storefront button, because that would take the whole $559.76 off the balance.

Use the split button next to it instead. Enter the amount the client settles with the supplier and, if you like, what to call it. The line drops to what you actually collect and a second line carries the rest, marked paid directly. The dialog shows you both numbers before you commit.

Your client sees both lines and the full cost of the trip. What they owe you goes down by the split amount.

A few things worth knowing:

• Do not record a due-at-destination amount as a scheduled payment. A payment that has not been received does not reduce what the invoice bills, so the balance stays exactly where it was and the client is offered a Pay button for money you do not want.
• A split line is yours to edit freely. It is not tied to the booking, so the next booking save will not rewrite it.
• The reduced price on the original line sticks too. Editing a price by hand tells JourneyFuse you meant it, and the booking stops overwriting that line.
• Closed invoices cannot be split. Paid and void invoices are a record of what happened.

The Trip's Money, Same on Every Screen

The Payments tab's More section holds the trip's four figures. Every screen reads them from the same place, so the numbers don't change as you click between screens. The Bookings tab shows only what was booked and the commission. The invoice editor shows only that invoice's own money (see below).

• Sold: every active booking's price, including ones the client pays the supplier for. A package counts once, at the package price, not once per hotel inside it.
• Paid: the payments you have recorded on the trip, whether they sit on an invoice or not. A card your client authorized and you ran at the supplier counts here.
• Due: what the client still owes you. That is the bookings you collect for, plus anything on the invoice that isn't a booking, minus Paid.
• Client pays on their own: the part of Sold the client pays the supplier without you, like a hotel stay paid at check-in or a rental car at pickup. It is not part of the balance, so it never shows up in Due. If you logged the client's payment to the supplier, the figure under this tile says so.

When your bookings and your invoice don't match, a line under the figures tells you how they differ instead of quietly netting one against the other:

• "$200.00 on the invoice, not a booking (fees and extras) · counted in Due": a line you typed on the invoice yourself or added with Add a charge, such as a planning fee. The client owes it, so it's in Due.
• "$300.00 booked but not on the invoice": a booking the invoice doesn't bill yet. On the Payments tab, Add to invoice next to the line takes you to the invoice.

On a trip that has no bookings yet, Due comes from the invoice and payment schedule. A line under the figures says so.

The Payments Tab, Top to Bottom

Under Show by, Invoice is where the tab opens. An invoice opens right there on the tab, so you can change its lines, its title, who it bills, its payment schedule, how travelers split it and its options without leaving. Client sees shows your client's own page beside your edits. A trip with more than one invoice lists each as a row: click a row to open it.

On a wide window, the money sits in a column on the right and stays in view while you work: what is left to collect, Request, Record a payment, what needs you and who pays. On a narrower window it sits above the invoice.

The Payments tab opens with one money card: how much is left to collect, where it stands, and the buttons to act on it.

1. Left to collect. The large figure is everything still owed on the trip, out of the trip total, for example $6,230.00 of $13,830.00. The line under it says what is happening now: what is overdue and since when, the deposits due now (for example $200 × 4 cabins · by Nov 3), the balance date, or Paid in full. When a supplier wants its deposit before the date on the client's invoice, that date shows in amber underneath.
2. One bar. Green is what has been paid, red is what is overdue, and the grey that is left is still to come. The figures sit under the bar.
3. Request $800 from Walt, Record a payment and ⋯. Request opens a card request with every unpaid booking ticked and the amount set to what is due now (or the balance, when no deposit is due); Use ticked total switches to the full price. ⋯ holds Add a charge, Request a card and Preview invoice (see Adding a charge below). On a trip with no invoice yet it holds New invoice instead.
4. Who pays. A line such as Walt Harper pays for all 4 cabins. Change payer changes the trip's client, or, on a trip in a group, picks another trip in the group to pay for this one.
5. Needs you. Everything that needs a hand, in one short list, each with its own button: the oldest overdue payment (Collect), money on an invoice your client can see that no payment asks for yet ($1,180.00 left with no payment scheduled, with Schedule it, which opens Edit plan), bookings with no supplier payment dates (Add dates) or the next supplier deadline, a booking that is not on the invoice yet (Add to invoice), money received but not applied to an invoice, import deposits to confirm, and payments scheduled outside an invoice. The list is hidden when there is nothing in it. A payment that is not late yet is not listed; it is part of the money card above. The next reminder email shows under the list.
6. Three tabs, by who pays whom. Client payments is every payment your client makes, with Show by: Invoice gives each invoice one row (its name and number, a status such as Overdue, Partly paid, Sent or Paid, a bar with what is paid and what is left, and the next payment date; click it for the full invoice card, or View to open the invoice), Date lists every payment in date order, and Booking shows each booking's price, paid and due. The tab reopens on the last one you picked. Cards is the trip's cards on file, waiting requests and signed authorization receipts (the count beside it is the cards still live or waiting on the client). Supplier payments is what you owe your suppliers and when (see below).
7. More. Card authorizations (when there are none yet), planning fees, the money ledger and failed card attempts are one click away under More. Card authorizations and planning fees move back out onto the tab as soon as the trip has one.

Adding a charge

A trip has one payment plan, its invoice, and everything the client owes goes on it. To bill something extra (a park ticket upgrade, a change fee, a dinner reservation), click ⋯ › Add a charge, or Add a charge on the invoice card. There is no second invoice for it.

1. What it's for. The line your client sees, for example Park Hopper upgrade, 4 tickets.
2. Amount. Shown with its cents.
3. Due. With the final payment adds it to the plan's last payment still to come, which grows by the amount. On a date of its own gives it a payment of its own on the date you pick. A final payment covered by a card your client has already signed is never raised, so on those plans the charge always gets its own date.

When your client can already pay the plan, the dialog tells you before you save how much their balance moves, for example What Emma owes goes from $6,230.00 to $6,470.00, and offers Email Emma the updated plan (ticked when they have an email address). Untick it to add the charge quietly and send the plan later.

A booking you add to a trip that is already paid in full joins the same plan too, and the invoice goes back to partly paid until the new amount is collected. See Auto-Invoicing from Bookings.

Billing someone else. When another person pays for part of the trip, ⋯ › Separate invoice for another payer still starts a second invoice addressed to them.

Combining a trip's invoices into one plan

A trip that already has two or more invoices shows This trip has 2 invoices. You and Emma see one payment plan once they're combined, with Combine…. Nothing combines on its own.

The dialog shows what happens before you confirm:

• Everything moves onto the oldest invoice your client has, so the link they already have keeps working.
• Each other invoice's lines and payments move across, and that invoice is then voided. Its number stays in the trip's history.
• Drafts stay drafts. Your client never saw them; add what you need to the plan with Add to invoice.
• What your client owes does not change, and every payment keeps its date and receipt.

Some invoices are never combined, and the offer does not appear for them: invoices that bill different people, invoices in another currency, an invoice split between travelers, invoices with Group Funds money, and invoices created from an accepted proposal or group seat. When the same booking is billed on two invoices, the tab says so instead, so you can remove one of the lines first.

Suppliers

Suppliers lists every booking's supplier deposit and final payment date in date order, with the deposit amount when the booking has one. Click a booking's name to open it. When a supplier wants its money before your client's matching payment is due, the row says so in amber, for example Due 3 days before the client pays. Bookings that should have supplier dates and don't are listed underneath, each with Add dates. This is the same count as the Needs you item. Dates that have passed fold into one line at the bottom.

Cards

Each card is one row: what it was for, the card brand and last four digits, the amount and cardholder, when it was authorized and how many days are left. The button beside it is the one thing that card needs now: Mark as Charged for a card not yet run, Record another charge when a charged card still has room, or Ask for a different card after a decline. Everything else is in its ⋯ menu: View Card, Replace this card, Request more on this card, Undo decline, the receipt and audit trail, and Revoke. A request still waiting on the client shows Copy Link, with Email Link, Send to traveler and Revoke in its ⋯ menu.

By booking

By booking gives each booking one line: its Price, what has been Paid, and what is Due. A booking that is priced shows up here with its own Schedule button, so a deposit can be added against that booking without opening anything. Bookings with no price yet are listed together at the bottom, and a cancelled booking only appears while it still has payments on it.

Words used on every screen

The Bookings tab, the open booking, the Payments tab and the invoice editor use the same words:

• Price: what the client pays for this booking.
• Billed: what is on an invoice the client can see.
• Paid: money that has arrived.
• Due: what the client still owes.
• Supplier due: what you owe the supplier, and when.
• Collect asks the client for money; Record payment logs money that has already arrived.

The Invoice Editor, Left and Right

The invoice editor reads down the left like the invoice your client gets: the title, who it is billed to, the lines, the deposit and payment schedule, and the traveler shares. Everything about sending it, and every setting the client sees, sits in a column on the right.

Change it where you see it. Click the title to rename the invoice, the date beside the balance to change the final payment date, and the name under Bill to to bill someone else. Each line's name, description, quantity and cost are one click away, and the total works itself out. Add new item is under the lines, beside Pull from Trip, Add Insurance and Add Booking Line.

See it as your client does. The Edit and Client sees switch at the top shows the client's real invoice page without leaving the editor. Looking at it never counts as your client viewing it.

• This invoice. What is still due on this invoice, a bar of what has been paid, and $400.00 of $1,000.00 paid. Only this invoice's money, never the whole trip's. The send buttons are underneath: Send Invoice, Resend or Send Receipt (whichever fits), Open for payment on a draft, Copy invoice link and Void.
• What the client sees. Switches you flip right there: Online payment, Pay any amount, Show as one package and Must accept terms. Below them, Terms, Insurance offer and Notes and currency each open their full editor in a panel on the right.

On a phone the right-hand column moves under the invoice, and the send buttons also stay at the top of the page.

The Invoice Editor's Lines: Follows, Paid and Due

The booking a line follows sits right under it. Click Show paid by line above the lines to see what has been paid and what is due on each one; the editor remembers your choice on this computer.

Each line has one ⋯ menu with everything you can do to it: Client pays on their own (a tick), Split off an amount the client pays the supplier, Say what the supplier priced this line in, Track as a booking (on a line you typed yourself), Attach a receipt from trip documents, and Duplicate item. The red trash can beside the menu deletes the line. Two of these leave a small mark on the line while they are on, so you can see them without opening the menu: a shop icon when the client pays on their own (click it to bill the line again), and a coin icon when the line was priced in another currency (click it to change that).

The Deposit sits as one line above the payment schedule while it is off, or while the deposit is already a row of the schedule. Switch it on to set an upfront amount.

Each line in the invoice editor shows which booking it Follows, so a line named for a hotel can no longer quietly sit on a flight. The cell names the booking, and flags a line whose wording and booking type disagree, for example Follows a flight under a resort line. Click it to link the line to a different booking or remove the link.

Beside Price, every line shows Paid and Due. A line that follows a booking reads that booking's figures for the whole trip. A line that follows nothing takes its share of the money that is not tied to any booking, in proportion to its price. These two columns are for reading only; to change what has been paid, use Record payment.

A line whose price no longer matches its booking shows the difference right on the line, with a button to bring the invoice in line.

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.

An AI-imported booking normally stays off the bill, because it is often something the client already paid for. The exception is the family that books several rooms or cabins at once: when the trip has exactly one open invoice and that invoice already bills one of the trip's bookings, each imported booking joins it, and the invoice's deposit grows with it ($200 for one cabin becomes $800 for four). A deposit you set by hand is left alone, and an imported booking never reopens a paid invoice. See Auto-Invoicing from Bookings for the full guide.

Which room is which

A booking added to an invoice gets a line remark saying exactly what it is: the property or ship, the room or cabin, the confirmation number and the travelers linked to it, for example Atelier Playa Mujeres · Junior Suite Double · Conf 4881947 · John Carey, Brian Patrick. Two rooms at the same resort no longer read as two identical "Hotel" lines. The remark is written once, when the line is added, and is yours to edit or clear like any other remark. Lines that were already on an invoice keep their wording.

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 → Agency & Branding → Defaults → Terms & Conditions (Settings → My Business → Terms & Conditions for a solo advisor).

Notes and Line Descriptions

Two places carry text your client reads, and they answer different questions.

Notes sits under the line items and covers the whole invoice. It takes real formatting: headings, bold, italics, and bulleted or numbered lists, using the toolbar above the field. Whatever you write there prints on the client's invoice page, in the PDF, and in the invoice email, with your formatting intact. It saves by itself a moment after you stop typing.

A line's Description belongs to that line alone. Click a line's Description and the field opens into a box that takes full paragraphs, so the entry requirements and the cancellation policy for one component sit under that component instead of being pooled at the bottom. Press Enter for a new line, and click away to save.

Advisors in regulated markets tend to use both: the per-line remarks for anything specific to a supplier or a country, and Notes for what applies to the trip as a whole.

Receipts on a Line

A supplier receipt, a deposit confirmation or an insurance certificate can sit right under the line it belongs to. Open the line's ⋯ menu, choose Attach a receipt from trip documents, and pick from the files already in the trip's Documents: the trip's own files and the files on each of its bookings. Nothing is uploaded twice. The file stays in Documents and the line simply points to it.

Attached files show as small chips under the line name. Click one to open it, or click its x to take it off the line (the file itself stays in Documents).

Your client sees each attached file as a link under that line, both on the invoice page and in the PDF. A file marked Agent only never appears on the client's copy; it shows in your editor with a crossed-out eye so you can tell the two apart. While the invoice is still a draft, its files only open for your own team, the same as the invoice page itself.

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.