Getting started

Your first booking, step by step

Follow a booking all the way from voucher to customer receipt.

2 min read · 6 steps
Where to go

Finance

Step by step

  1. 1

    Add the customer and any suppliers under Master Data.

  2. 2

    Open Create Order. Paste supported GDS text or enter your voucher fields manually.

  3. 3

    Review passengers, flights, pricing, and any optional services. Select the vendor for each supplier cost.

  4. 4

    In the Order tab, select the customer, currency, and Document Type. Review all details before selecting Create Order / Quotation.

  5. 5

    In Orders, use the Invoice action on the saved order. Review the invoice date and totals before confirming.

  6. 6

    Open Customer Receipts, select the customer and invoice, and record the money received with the correct allocation.

See it in the workspace

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

Start with the customer, document type, and basic voucher information. View full size
Start with the customer, document type, and basic voucher information.
Good to know

Review each stage before submitting. A quotation, an invoice, and a receipt represent different stages of your booking.

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Keep going

Import a booking with the GDS ParserCreate a quotation or orderConvert an order into an invoiceRecord a customer receipt