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Tours & Travelling

Tours & Travelling

How to Create Proforma Invoice

In the Booking.

  1. At the top-right of the booking page, click the Create button.
  2. From the dropdown menu, choose Proforma Invoice.

  1. A new Proforma Invoice will open in Draft status.

Check:

  • Customer details
  • Invoice date
  • Company
  • Delivery date

In the Items section, confirm all booking components are included:

  • Hotels
  • Flights
  • Activities
  • Insurance
  • Visa

Also verify:

  • Quantity
  • Rate
  • Amount
  1. Ensure the total amount matches the booking and is accurate.

  1. Once everything is correct, click Submit to finalise the Proforma Invoice.

Last updated 2 months ago
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