Ability to create invoices for clients
planned
M
Molly Johnson
Hello everyone! Tern will be starting work on Invoicing in a few weeks, and we'd like to get your feedback on our approach before we do so. If you'd like to provide feedback, please check out this survey: https://forms.gle/Z1yfjLrt2MbktTBU6
It has a link in the description with a walkthrough of our proposal. Also just a heads up that these are designs - so we may not get to everything you are seeing / things may look a bit different once we build it!
M
Many Prawn
Molly Johnson done! Thank you for working on this :)
Q
Quartz Toucan
Would be great for us to be able to customize wording on the bottom with our terms and conditions and other info needed.
M
Molly Johnson
planned
M
Many Prawn
Molly Johnson yay!!!
M
Molly Johnson
Merged in a post:
Invoices without trip information
R
Raisin Galliform
I need invoices that show payments without including the entire trip information. This would help streamline our accounting process and make it easier to manage financial records.
M
Molly Johnson
Merged in a post:
Ability to convert the Pricing tab to a typical invoice pdf
W
Wooden Owl
I think the Pricing tab has made great strides, but I think it should function and look more like a typical invoice. All of my clients are used to having an actual invoice that they can print and they can see the totals for each component, what has been paid and when and what is still due and when. Instead of having a pricing breakdown at the the top it would be great to have the total at the bottom with remainder due like a typical invoice. Having the ability to print the invoice to a pdf would be awesome as well.
M
Molly Johnson
Merged in a post:
Invoices
D
Dawn pink Ladybug
From the Tern facebook page: Please Tern, I need to be able to email invoices.
Canadian agents, I'm in BC specifically, legally need to send our clients an invoice with specific info on it.
This would be a great feature to have so that clients can actually see what payments have been made etc..............
B
Blush Cat
When a client cancels a portion of a trip, or completely changes it, we need an invoice to show what was cancelled / changed, any refunds and cancellation / change fees - but we don't want the cancelled item (such as a tour or a hotel) to still show on their itinerary.
T
Taupe Cricket
Invoices are very important! Especially for groups as most of the time tour operators/vacation packages for groups come with just 1 large invoice for the group that cannot be passed on to the individuals as there is no consumer version. It is also important in general as sometimes you need to generate a custom invoice. TravelJoy and Tess are already doing this and Travefy has just launched this feature in beta (will be properly done by early 2025).
C
Continuous Krill
A great example of why this is needed came up this week. A client needed an invoice for an insurance claim. Since we do not have the ability to print a pdf invoice with what is needed, I had to go back to my former system (held over until trip funds is implemented here) and create an invoice for her there. The authorization alone doesn't provide all the info insurance adjusters want.
F
Fine Tuna
Also show the full legal names and dates of birth on the invoice.
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