Request Payment

Customer name or phone

Type a few letters of the name and pick the customer from the list.

Record a payment on an invoice already sent

For an instalment or balance on an invoice sent earlier.

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Invoice

Quote

Payment for

Decides which bank account the customer sees.

Product

Trip name Lines (name, price, qty)

Up to 10 lines. The total is the sum of price x qty.

Currency

Price per person

PKR

Persons (pax)

Total

Terms & conditions (destination)

Required: this product has no destination set, so pick the terms the customer gets.

Advance to confirm the booking

Notes for the customer (optional)

Shown on the invoice or quote, under the items. Up to 1,000 characters.

Invoice Due Date

Payment didn't clear

Why did it not clear? (CRM note only)

Internal note (optional, CRM note only)

Type REVERSE to confirm

The replacement invoice MAY already exist in the CRM. Look in the CRM for an invoice "Replaces bounced payment …" for this customer. If there is one, stop and tell Zahid. If there is none, type CONFIRM:

This issues a NEW invoice for the bounced amount and sends the customer its link. The old invoice keeps its figures (the CRM cannot undo a recorded payment) and shows the payment as not cleared.

Customer already paid? Record it here

Record a payment

How was it paid?

Amount received

PKR received

Today's USD rate (PKR for 1 USD)

Note (optional)

This writes a payment into the CRM and cannot be undone from here. Part payments are fine, up to the amount due.