Finance & Invoicing

Issuing invoices

Staff issue invoices directly from a visa/ticket case (once it reaches an eligible stage) — invoicing doesn’t require a prior quotation, but shares the same admin pricing templates when one applies.

Visa invoices auto-populate their line items from the matching pricing template; each item is editable before submitting. Ticket invoices are a single freehand subtotal, since no pricing template exists for airline fares.

Permissions: consultants (not just owners/cashiers) can create, view, and generate PDFs for their own customers’ invoices day to day. Cancelling an invoice remains owner/manager-only.

Group (dependent) invoicing

When several requests share a booking group — a family applying together, for example — staff can issue one invoice covering the whole group instead of one per request. Each request keeps its own line-item section and subtotal within the single invoice/PDF.

Itemized tax & discount

Tax and discount are repeatable line items, not a single amount each — for example “VAT” and “Service Charge” as separate tax rows, each with an optional note. The invoice’s stored totals are always the sum of these rows, computed server-side and never trusted from the client. Both the invoice detail view and the downloaded PDF show every row individually.

Invoices vs. receipts

The invoice PDF and the payment-receipt PDF are separate documents:

• Invoice PDF — charges/line items and totals only.
• Receipt PDF — payment history, only generatable once at least one payment has been recorded.

The receipt/payment-history section in the invoice detail view is collapsed by default and hidden entirely until a payment exists.

Emailing documents

Invoices and receipts can be emailed directly to the customer as a PDF attachment from the invoice detail view — no download-then-manually-send workflow required.