Anything you put in the Qty will times the base or tax you put in by that number entered in that Qty field. (You must choose in the order you want it to appear on invoice.) You do not need to put Travel Category or Traveler Name, but watch the QTY.
Choose the first thing you want to itemize on your invoice from the drop-down.
All reservations and invoices are kept inside the Res Card. If a Res Card does not exist, click Res Card icon on toolbar at top of profile and create a new Res Card.
Click “Communications” tab and edit or enter phone and email address.If your agency has Trams Back Office, you need to have an interface ID as well.
Do this by clicking on the 2 heads in toolbar and clicking Leisure. If no profile exists, create a new one.For every invoice interaction, find the client profile using the simple search area in ClientBase Windows, put in 4 or 5 letters of the client’s last name and see if name is in database.
Using ClientBase Windows to create a simple invoice Recording: Generating a Basic Invoice in ClientBase Windows