Follow the following to learn how to generate an invoice
You must have a Res Card and at least one Reservation with pricing in order to generate an invoice.
- Click on Generate Invoice on the menu items to record a payment and issue an invoice.
- Enter or select any invoice canned remarks you’d like to appear at the bottom of the invoice by clicking on Remarks.
- Select the correct Form of Payment.
- Be sure to select the correct Travel Type and Submit To.
- Enter the amount of this payment.
- Click Preview. If the amounts don’t look right on the preview screen, click Close to return to the Res Card reservation to fix any issues. If everything looks correct, click Generate Invoice.
- The invoice will launch in Adobe Acrobat Reader and can be printed, e-mailed or saved to your computer. The invoice now resides in the Invoice link in the Res Card from where it can be reprinted or e-mailed as long as your program is setup with SMTP email.
- Go to http://static.trams.com/tramslibrary/documentation/cbo/cbosmtpemailsetup.pdf for directions on setting up CBO to email from the program.
- Important! Go back into the client Profile > Marketing link and make sure to check off any marketing codes you learned when doing the invoice. This is for marketing purposes and especially important if you belong to a consortium.
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Using ClientBase to Create a Res Card with a Reminder to Follow-up for a Trip Inquiry
- For every client trip, find the client profile. If no profile exists, create a new one.
- In a brand new client profile, make sure the profile contains the following info: Full name, phone and email. (If this client books the trip, you can go in later to put in Address, Family Members, Credit Card info., etc.)
- Click the Res Card icon in the menu bar:
- In the new Res Card, choose Under Consideration as the Reservation Cycle (always use drop-downs if available), enter a meaningful Trip Name (used to find Res Card in profile or Res Card Manager), and Add Region and Destination (for marketing purposes). Start typing all your notes for the trip in the Agent Remarks tab.
- Click Save.
- Click Reminders in tool bar and Create Single Reminder to follow up with customer. This will show up on your to-do list for you to handle:
- Important! Go back into the client Profile/Marketing link and make sure to check off any marketing codes you learned when doing the trip inquiry.