Owning a travel agency is no easy task. There are many points to consider if you want the agency to prosper and be profitable. Your main aim is to get customers and keep these customers. If you want to keep customers then it is important to make their life easy so that they will want to do business with you. When someone wants to travel, they will like everything to be arranged perfectly. This is where a travel agency comes in. An important part of a travel agency is the invoice as payment is what makes the agency run.
What is a travel agency invoice?
A travel agency invoice is what a travel agency can use to bill their clients for any travel arrangements. This is required so that the customer and the agency have proof of payment.
Importance of a travel agency invoice
Customers need to know what they are being billed for. This is where an invoice is helpful as it includes all details of payment. It can also be kept by the customer if they want to know where they spent their money during the year or month. The boss of the agency may want to see all invoices of business done.
Tips to create a travel agency invoice
If you want to make all operations easy for clients, then you need to create an effective invoice that includes all the necessary details. Keeping this in mind you can look at the below points:
- Proper application: Select a good application to make the invoice template so that you can use it continuously. Microsoft Excel is a good choice as calculations can occur here simply. The template can be saved and used later on as well.
- Agency and client’s information: You should include a heading for the invoice. It will be “Travel Services Invoice” for instance. This will be helpful when clients want to consult all their invoices later on. The travel company name and address need to be stated. Include the phone number, website, email, fax, etc. The invoice date and invoice number are important as well. You can have a box for the bill to, the address, email, phone of the customer.
- Useful table: Include a table that has the deposit received, invoice total, the total amount due, and the amount paid. Another table can be made that has the destination, travel dates, and a number of travelers. Make another table that includes columns for service, description, amount per traveler, the total amount. This will have the subtotal, tax, and total. It is helpful to have tables so that they can be easily read and filled in also. You can include when you want the total amount to be paid by. It is a good idea to have a line that states you are pleased to serve the client.
If you make a good travel agency invoice that is easily understandable, your customers will be happy and want to continue doing business with you. No one likes to make their life more confusing. Therefore, this invoice should be simple.
File Format: MS Excel 2007/10/13
(.xls & .xlsx)
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