Account & Invoices

This video tutorial demonstrates how to unlink a payment from a receipt in a step-by-step process. Go to the relevant payment Open the booking where the payment is currently linked. Access payment details Click on “View more”  to see full payment information. Open matching settings Click on the three dots (⋮)  next to the payment Select “Match Receipts” Identify current links You will see which receipt and invoice  the payment is linked to. Unlink the payment Click on the thr

This tutorial explains how to create a Supplier bundle account in your accounting. What is a Bundle Account? A bundle account is a setting applied to an existing account that enables it to group related transactions together—typically useful when working with suppliers or consolidated billing structures. Step-by-Step Process: Follow these simple steps to create a bundle account: Access the Accounting Section Click on your profile name Navigate to Accounting → Account Search

The video provides a step-by-step guide on how to refund a client using a credit card, including creating a receipt in minus, credit invoicing, and creating a small invoice for cancellation fee. Step 1: Create a Negative Receipt Start by creating a r eceipt with a negative amount, representing the refund to the client. Open the Trip and go to Client Payments. Click the three dots menu next to the payment and select Receipt. Enter the refund amount as a negative value. Select

Steps to follow if you need to change the proforma after it has been converted to an invoice.

The video demonstrates three methods for creating invoices without a quotation, including using a sample trip, directly invoicing a client organization, and creating invoices from the accounting side.

A step-by-step tutorial on how to create pro formas for clients with detailed instructions and statergies to create multiple proforma's under the same client and a different client. Start from the Trip:  Pro Forma invoices are typically generated from the Trip Quote  after defining your margin (e.g., 20%), allowing the system to automatically calculate the selling price. Alternatively, you can create them from the Trip Pricing  section by selecting the payment client and conf

In this tutorial, you will learn how to create a supplier account in the accounting side of MYT Book your demo at www.manageyourtrip.com...

In this tutorial, you will learn how to create a customer account in the accounting side of MYT Book your demo at www.manageyourtrip.com...

In this tutorial, you will learn how to create an income account in the accounting side of MYT Book your demo at www.manageyourtrip.com...

In this tutorial, you will learn how to create a expenses account in the accounting side of MYT Book your demo at www.manageyourtrip.com...