How to Send an Invoice [VIDEO]

How to Generate & Send Invoice Reports in Vacation Creations CRM

In this video, agents will learn how to generate invoice reports and send them directly to clients from within Vacation Creations CRM. This feature makes it easy to provide professional reservation details and payment information in just a few clicks.

This step-by-step tutorial shows you how to:

• Access reports from inside a reservation
• Generate a client invoice or reservation report
• Use agency-created invoice templates
• Run reports with automatically generated invoice numbers
• Preview reports before sending
• View important client details included in the report, such as:
  • Check-in and check-out dates
  • Total package cost
  • Final payment due date
• Send reports directly to customers through the system
• Download reports for your own records
• Delete reports you no longer need
• Track when reports were sent and view send timestamps

You’ll also see how merge tags personalize invoices automatically, helping create a polished and professional client experience.

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, communicate clearly, and streamline client management.

Please note: These videos use demo data and not actual client or customer data.