How to create an invoice and credit note
Under the “Customers Invoices” Tab, click “New Invoice” and complete the
Whatever you input in the “Description” field, will show on the invoice (eg:
Kruger Holiday – 50% Deposit or Kruger Holiday – Full Payment).
the “Add Line” button to create additional lines to be shown on your invoice.
Click “Save & Close”.
As a precaution, the system will generate a Pro-Forma invoice. To view the
invoice, click “Print”:
In order to convert this Pro-Forma invoice, click “Confirm Invoice”
Insert the invoice due date and click “Validate the invoice”, and then select
To view the invoice, click “Print”:
Invoices can also be viewed from the “Invoices” Tab on the main page (right
Use the search criteria at the top of the page to filter results and find the
invoice you’re looking for:
How to create vouchers
Vouchers are created to represent a proof of payment to the supplier in order to obtain a service. Select the “Vouchers” Tab. A blank section will appear. At this stage, no vouchers are showing: Click “Suggested Vouchers”. All services with confirmed ...
How to create legs
The “Legs & Pax Bases” Tab let you create legs (itineraries) and set the pax bases (number of people) in your quotation. Why would you need to create legs? - When quoting different countries & currencies in one itinerary (ie: South Africa – ZAR & ...
How to create a new quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen, and click on the “New” button: A blank quote template will now open in the “General Information” Tab: Complete each field as necessary: Document No: Do not fill this in – The ...
How to create a new customer
Once you have performed a very thorough search to make sure the customer isn’t loaded, click on the “New” button. A blank template will open as follows: Complete the information as necessary on all of the tabs and click “Save”. The new customer will ...
Viewing Supplier's list of invoices
This function serves to view a list of supplier’s invoices (paid or unpaid), and serves as a statement of accounts. Select “Suppliers Accounts” from the navigation bar on the left-hand side of the screen. Use the filters to search for a specific ...