Logging commissions via a supplier invoice
Traveljoy
1. Go to Dashboard — TravelJoy
2. Find client and their trip
Click on client's trip
3. Click on Create...
4. Click on Invoice (Supplier)
5. Click on Add Item
6. Click on Select invoice item template to add
Choose item you have booked
7. Fill in Name of item
8. Fill in description of item
This is only if you are using this to send to client. I always put refund policy here for easy access. For purposes of logging commission, we do not need this info.
9. Fill in total price and confirmation numbers and dates of reservation
This info is how we find the correct reservation
10. Click on Commission
11. Input supplier
This is a must. If you don't see the supplier, you can add it in.
12. Input date it was booked
Notice the eye that is crossed out. This info will not be shown to your client when if you decide to send the invoice to them.
13. Expected commission date is always 30 days past the travel date
14. Expected commission is the entire commission expected
15. Collected commission and collected commission amount
Collected commission and collected commission amount will be filled in by us when we receive commission. We will notate the notes section stating the date we paid it out to you.
16. Click on Save
17. Click on Add Payment
Payments have to equal invoice amount.
18. Edit payments
If you are using this for your client, you can detail this as you want. You can add separate payments for deposit and another for final payment. You can also "mark as paid" and send the client a receipt. If you are not using it client facing, we do not need anything special here.
19. Verify amounts in corner
Be sure total invoiced and total payments are equal in bottom right corner or you won't be able to close it.
20. Click on Next...
21. Click on Save & review email if sending to client
22. OR, click on save if just using this to log commissions
