- Progress your group sale to Tentative after confirmation your customer is happy with the quote.
(i) Clickon either the Booking Details or Event Summary page.
- Create a deposit invoice.
(i) In the sidebar, select.
(ii) Check that the billing information is correct and click.
(iii) Select either a Percentage or Fixed amount of the total bill to charge as a deposit.
(iv) Click Create invoice.
You can download a PDF invoice for customer, or email the invoice URL for customers to make payments.
Terms of Trade and Remittance Advice can be edited on the Document templates page.
(vi) Once the deposit has been paid, select Billing information > Billing breakdown.
(vii) Enter the details of the payment and click Continue.