Background
This article walks through Invoicing in Tern - a new feature currently in beta:
How to generate an invoice
What's included in an invoice
Features coming soon
Frequently asked questions
As this feature is in beta, we'd love to hear your feedback! This is just the very first version - and we plan to continue to improve it over time. Please feel free to reach out to our support team or send me an email directly at [email protected].
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.
3. Select 'Create Invoice'.
This will:
Allow you to download 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)
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
Coming soon
We are working on a way to make it easier to 'email invoice' directly after generating - keep an eye out for more soon!
We are also going to be saving the 'additional details' you add per trip, so you don't have to copy and paste it again every time. We are also planning to add other ways of storing this information in the future (and would love your feedback/specific requests!)
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!
Is there a way to store invoice "additional details" at an account level? Not yet - but high on our radar.
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].