Background
This article walks through Invoicing in Tern:
How to generate an invoice
What's included in an invoice
How to store a memo template
Frequently asked questions
How to generate an invoice
1. Go to your pricing tab, select the itinerary you'd like an invoice for, and click 'generate invoice'.
You'll see a 'Generate Invoice' button at the top of the trip components table.
2. Review the invoice details, number, and issue date. Optionally add any 'additional details' to append to the bottom of the invoice.
The invoice number is a randomly generated alphanumeric string - and we'll keep the same invoice number each time you generate a new invoice for the same itinerary. You can always edit it if needed.
Creating an invoice will:
Allow you to download/email the invoice
Publish the trip to ensure travelers see the latest changes reflected in the invoice
Automatically add the invoice to trip documents (visible to travelers)
3. Optionally email the invoice
Immediately after generating you'll see the option to email the invoice to travelers. To skip doing so, simply download the PDF at the top.
What's included in the invoice.
Invoices will include all of the information below. If you don't have applicable information added, it will not be included in the invoice.
Header information
The invoice number, issue date, and your brand logo
Your business and account information (see below)
Any credentials added to your business account
A link to your Terms & Conditions
The primary traveler name and address, along with the names of any additional travelers
Trip name and dates
The total remaining 'unauthorized / not marked as paid', along with a link to 'authorize payment' if you have that enabled for your account and there are items ready for your traveler to authorize.
Itemized pricing
All trip components with a price greater than $0
If you have room options or items in an option block, they will appear as a price range until selections are made
Details for each item will include applicable dates, booking supplier, payment schedule and status, along with supplier refund policies and terms and conditions
Additional details
Anything you add when generating the invoice will appear below itemized pricing
Any changes you make to additional details will be stored and reused "per trip"
Save a memo template
Store a template
Go to Settings --> Business Settings
Scroll down below the branding section
Add a memo template
Don't forget to scroll down to the bottom of the page to save!
Templates are pre-populated for new invoices
You can edit them further before generating, and the latest edits will be saved per-trip.
FAQ
Can I customize the specific items that appear in my invoice? Not today - we'll automatically show anything on the itinerary with a price greater than $0. But that's definitely something we can add in the future if we hear feedback!
There's something missing in the invoice that I need - whats the best way to flag that? We'd love to hear what we're missing! Please add a support request or send me an email at [email protected].