Keep your clients up to date on all trip details with a trip statement. This document is created automatically from all trip, reservation, and payment details of a trip. The data is dynamic, and will always reflect the most recent saved changes to a trip.
Trip statements are branded to the individual advisor, agency, or branch. The client's name and address appears on the top left. The top right includes the trip dates, a list of all linked traveler, and a trip number generated by the program.
Reservations are listed in order of departure date and each is its own line item and unique Reservation Number on the statement. Service Fees and Insurance reservations are displayed last with Insurance displaying above Service Fee. Line items display the travel category, dates, supplier, confirmation number, and total fare by default. Foreign currency fares will appear if entered at the Reservation level. Clicking on the category name expands the full reservation or sub reservation details.
Note: The display of Reservation and Sub Reservation data can be customized at the individual reservation level.
If any reservation suppliers have trip statement remarks entered, they will be displayed. Learn how to add supplier trip statement remarks.
Deposit and final payment dates for all reservations are listed, as well as a list of payments that have already been applied. If deposits or final payments have been entered or no payments have been applied, these sections will not be displayed.
Trip statement remarks are listed at the bottom of all statements in the order of Agency level, Branch level, and Trip level. Agency and Branch level remarks are entered in Settings.
Send a trip statement to your client via generating a pdf, email, a printed hard copy, or a web view url.
Attach
Attach a copy of the trip statement to the Attachments/Links folder of the trip. Attached statements default to Viewable By > Agency Only.
Export
Export the trip statement to pdf. All reservation details will be expanded by default.
E-mail
Generate a pop up to email the trip statement directly to travelers associated with the trip. All reservation details will be expanded by default.
Print
Print a physical copy of the trip statement. All reservation details will be expanded by default.
Web View
Open the trip statement in a new tab in your browser.