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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 ...
How to create an invoice and credit note
Under the “Customers Invoices” Tab, click “New Invoice” and complete the necessary information: Whatever you input in the “Description” field, will show on the invoice (eg: Kruger Holiday – 50% Deposit or Kruger Holiday – Full Payment). Use the “Add ...
VIDEO - How to create a customer