Creating and Sending Invoices
- Creating an Invoice
- Adding Details to an Invoice
- Sending a Test Invoice
- Editing & Resending an Invoice
- What will my guests see?
- Express Invoices on the Go
Creating an Invoice
Sending an Invoice takes about 1 minute. Before you get started, make sure you have:
- Your client's email address
- First and Last Name
- The proposed start date
Here are the simple steps:
- Go to the Invoices tab of your Dashboard. To create a new invoice, click the "+ Create Invoice" button at the top. Note that here you can also see all of your sent and past Invoices.
- Fill in the blanks with your client's information and the tour information. If you chose to cover the service fees your clients will only pay the total price and we will deduct the fee from your wallet when we process your payout. If you'd like to pass that fee to the guest, simply charge the amount you'd like to receive for your tour and the guest will be covering the service fees.
That's it for a basic Invoice! You can now send the invoice to your guest, save a draft or add more details, such as an itinerary or a tour description by following the steps below.
Feel free to watch this short video that explains how to create an invoice or continue reading.
Adding Details to an Invoice
When you've filled in the basic details, simply click on " More Details" to create a more specific proposal.
Here you can add a title, location, start time and number of people in the tour. You also have the option of including a deposit of up to 50% of the tour price.
By clicking on " Notes / Itinerary >" you will be able to specify a meeting point and add more notes or the tour description as needed.
Editing & Resending an Invoice
It is possible to edit an unpaid invoice, even after it has been sent to your guest. Simply go to the Invoices tab on your AnyRoad Dashboard and select the invoice you would like to edit. Pending invoices will display as orange.
Click the " Edit"' button, make your changes and then click "Save". There is no need to resend the invoice because the payment information will automatically update. If a guest can't find the invoice or deleted it accidentally you can resend it to them by clicking on the "Resend" button.
Please note that sending an Invoice does not automatically create a booking. The booking information will be added to your calendar once the invoice has been paid and you will receive all the emails that an online booking does.
Sending a Test Invoice
Interactions with guests are important and that's why we want to make sure you are comfortable with Invoices before you send one to your guests. Contact us to schedule a one-on-one demo or feel free to send yourself a test invoice.
Just fill in as little or as much detail as you'd like, and then click " Send". Check your email to see what it looks like and familiarize yourself with the process.
When you send your customers an invoice, they will receive an email with your name or company name at the top. The email will also include a payment link, which will direct your customers to a secure payment page to see the details of the Invoice and pay by credit or debit card. Click here to see more examples of guest emails and notifications.
If you make a mistake, you can always go back and edit your invoice as explained above.
Try it now! Send an invoice from your AnyRoad Dashboard.
Express Invoice On-the-Go
If you ever have to send an invoice while on-the-go, please copy the following template into an email and send it to email@example.com. Your invoice will be automatically created and sent to your client! Items that are starred (*) must be completed for the Invoice to be sent:
- Invoice Template
First & Last Name*:
Start Date & End Date*:
Cover Service Fee or Pass Fee to Guest (10%)*:
# of People*:
2. Optional Information
Deposit Value (up to 50% of price):
City & Country of tour:
Itinerary / Notes to Guest:
Still Got Questions? Feel free to reach out to our Support Team at firstname.lastname@example.org