Create Invoice on Findtourgo Guide for Travel Agents

First, you have successfully secured a booking. Consequently, the most important step to ensure cash flow is sending a payment request. Rather than drafting manual documents on Word or Excel, the feature to create invoice on Findtourgo allows you to generate professional billing documents in seconds.

In this guide, we will show you the process of creating an invoice that automatically syncs data from an existing order.

Why Create Invoices on the System?

Using the built-in invoicing tool brings practical benefits to your operations:

• Save Time: Because the system fetches tour data, prices, and customer details automatically from the Booking, you do not need to retype them.
• Professionalism: Furthermore, the platform formats invoices clearly with all necessary service and banking details.
• Easy Tracking: Additionally, you can manage which invoices are Drafts and which ones you sent to clients. Drafts and which have been sent to clients.

The 3-Step Process to Create and Send Invoices

To start, ensure you have already created an Order for the customer.

Step 1: Access Invoice Management

First, on the left sidebar menu of the dashboard, select the Invoice section. The interface will display a list of all created invoices and their payment statuses.

To make a new one, click the orange “Create Invoice” button on the top right.

Step 2: Sync Data from Order

A form will appear. Here, you do not need to fill in every line manually. Instead, follow this trick to create invoice on Findtourgo quickly:

1. Select Order Code: In the “Order code” field, choose the booking code corresponding to your customer.
2. Auto-fill: The system will automatically populate fields like Customer Name, Product Information, Unit Price, and Total Amount based on the original order .
3. Set Dates: Simply select the Issued Date and Due Date .

Step 3: Update Payment Info & Send

For the customer to know where to transfer money, you must fill in your receiving account details at the bottom.

• Payment Information: Enter your Bank Name, Account Name, and Account Number accurately .
• Save: After checking everything, click “Save”. The invoice will be created in Draft mode.

Finally, you can open the invoice details and choose Download PDF to send via email/chat or send it directly from the system.

The process to create invoice on Findtourgo professionalizes your billing and minimizes data entry errors. Right now, try generating your first invoice to experience the efficiency of the CRM system.

👉 Next Step: Once the invoice is sent, how do you handle the money? View the guide: