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    From accepted quote to paid invoice

    Travel Agency Invoicing & Payments

    Once a quote is accepted, convert it to an invoice. Line items can be reordered, and descriptions hidden where a client only needs the totals. Record payments as they arrive, track the invoice status, and cancel when a trip falls through. If your books live in Zoho Books, connect your account and organisation in settings and create and download invoices there. For supplier payments, Glyde virtual cards attach to individual quote items, with a verification code step and cancellation. VAT setup and your terms and conditions print on every quote and invoice.

    Zoho Books
    Accounting connection
    Glyde
    Virtual card payments
    Bulk
    Export quotes and invoices

    What you get

    • Quote to invoice in one step
    • Reorder line items or hide descriptions
    • Payments, statuses and cancellation
    • Zoho Books invoice creation and download
    • Glyde virtual cards on quote items
    • Bulk export of invoices and quotes
    • Clients accept quotes and invoices online
    • VAT and terms printed on every document

    How it works

    1

    Convert the quote

    The accepted quote becomes an invoice with the same line items. Reorder them or hide descriptions before sending.

    2

    Record payments

    Log payments against the invoice and track its status. Cancel the invoice if the booking is cancelled.

    3

    Sync to Zoho Books

    Connect your Zoho Books account and organisation, then create and download invoices through it.

    4

    Pay suppliers with Glyde

    Attach a Glyde virtual card payment to a quote item, confirm with the verification code, and cancel it if needed.

    Who it's for

    • Agencies that retype accepted quotes into an invoicing tool today
    • Owners whose accountant works in Zoho Books
    • Consultants paying suppliers who want the card tied to the booking item
    • Agencies that need VAT and terms on every document without adding them by hand

    Frequently asked questions

    Which accounting software does it connect to?

    Zoho Books. Connect your account and organisation in settings, then create and download invoices through Zoho Books.

    How do virtual cards work?

    Glyde virtual card payments attach to a quote item. There is a verification code step, and a card payment can be cancelled.

    Can clients pay or accept online?

    Clients accept quotes and invoices online through your agency website, which also has a payment page.

    Can I bulk-export documents?

    Yes. Quotes bulk-export by email and invoices bulk-export too.

    From the blog

    Guides and insights for travel agents, related to Invoicing & Payments.

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