Invoices and payments

Invoices and payments in TourBiddy are operational booking tools. Open a booking to view the Financials tab, client totals, deposit required, amount paid, balance due, and supplier balance. The Documentation tab provides the invoice download action when the booking is eligible.

1. Confirm the booking is no longer a Draft before trying to download an invoice.
2. Review the client total, VAT breakdown where present, deposit required, paid amount, and balance due.
3. Use Record Client Payment when money arrives. Enter the payment details and confirm the booking totals update.
4. Use the supplier payment action when your team pays a supplier, then check the supplier balance.
5. Download the invoice or voucher from Documentation after confirming the booking lines and client details.

The booking’s next actions and computed phase use these payment values to highlight deposit, balance, pre-travel, or post-travel work. Keep payment references and supporting evidence in your normal finance process.

TourBiddy currently provides booking-level invoice generation, client payment recording, supplier payment tracking, and operational totals. It is not a general ledger or statutory accounting system. The planned operational finance work includes richer AP/AR views and supplier credit notes, but those features are not yet available; export formal accounting and compliance work to your dedicated accounting software.