Step-by-Step Guide to Create a Sales Invoice

1. Navigate to the relevant Booking record.
2. Ensure the booking status is Submitted.
3. At the top-right corner of the booking page, click Create.
4. From the dropdown menu, click Sales Invoice; The system will generate a new invoice linked to the booking.

5. Check the following fields under the Details section:

• Customer
• Company
• Posting Date & Time
• Payment Due Date

6. Ensure all details are accurate before proceeding.
7. Review Items Automatically Pulled. The system will populate items from the booking, including:

• Hotels
• Flights
• Activities
• Insurance
• Visa services

Confirm for each item:

• Quantity
• Rate (USD/KES)
• Total amount

8. Adjust or Edit Items (If Needed)

• Click the edit icon beside any item to modify details.
• Ensure pricing and descriptions match the agreed booking.

9. Scroll down to confirm:

• Total Quantity
• Grand Total (KES & USD)
• Rounded Total
• Outstanding Amount

10. Add Taxes and Charges (If Applicable)

• Click Add Row if taxes apply.
• Enter:
  • Tax type
  • Account head
  • Tax rate

11. Final Review

Before submission, double-check:

12. Save and Submit

• Click Save to store the invoice.
• Then click Submit to finalise it.