How to View, Edit and Email an Invoice

Modified on Tue, 23 Jul at 11:10 AM


Welcome! Today, we'll quickly show you how to Edit, View and Email an Invoice in the Oasis Travel Platform.

1.  Begin by locating the Lead Booking you wish to view, edit or send an invoice for. Once found, click on the lead booking to open it.



Open Lead Booking


2.  Next, click on the Financials Tab



Financials Tab


3.  Under the Client Payments, click on Invoice, then Edit.



Edit Invoice


4.  Here, you can edit the Invoice Date, and enter custom content in the Invoice Introduction or at the End of the Invoice.



Edit Invoice


5.  To View or Print the Invoice, click on one of the Web Invoice buttons.



Web Invoice


6.  Here is an example of an invoice. 




7.  There are two ways to display Unpaid Invoices. 


First is you can schedule specific payments for each passenger. 

For example: here each passenger has a specific payment amount.



Specific Payment Amount


The Second way is to simply schedule the amount due, leaving the first and last name blank. This will display "Unpaid" instead of a specific name on the invoice.



Unpaid Invoice


8.  If you want to Send the Invoice via Email, you'll click either of the Send Email buttons.



Email invoice


9. Here's an example of what the client would see. It presents their trip details and Invoice in a clear and concise manner, making it easy for payments to be processed.





And that's how to View, Edit and Email an Invoice on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.

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