How to create vouchers

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 statuses and where a booking reference has been inserted will appear as follows:

Select the services under the date section by clicking on each one until they are highlighted, and then click “Create”. You are able to select just one service, or multiples.

A new window will appear asking if you are sure you would like to create the vouchers. Click “Yes”:

Click “Manage Vouchers” to view the vouchers you have just created.

By highlighting a voucher and clicking the “Edit button”, you are able to check and insert any additional information needed on the voucher:

After inserting all the necessary information, click “Save & Close”.

To view the voucher, select the required service (or all of the services) and click “Print”. The voucher/s will render in a PDF document:

Please note: If the booking has been classified as a "Group" under the Program Details Tab, the participants names will not appear on the voucher.
    • Related Articles

    • 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