In this guide, we’ll walk through the steps required to adjust Trip Costs for a Lead when a deposit has been made and there is still a final payment remaining. This process ensures that the Supplier Bills and Client Payments are properly updated to reflect any changes in the Trip Costs, while maintaining accurate financial records in the Lead’s profile.

Step-by-Step Instructions

1. Access the Lead’s Financials

Begin by navigating to the specific Lead in question. Under the Financials tab, locate the Trip Costs section.

2. Add the New Trip Cost

Click the Add dropdown and select one of the cost calculators to input the new cost or adjustment. Be sure to include a Note during the process, specifying that this cost was added after the deposit payment. This note will serve as a reference for future updates.

3. Adjust the Supplier Bills

Next, navigate to the Supplier Bills section:

• If both the Deposit and Final bills have not been paid, click the Add button and regenerate the Deposit and Final bills. This will automatically update the Supplier Bills to reflect the new Trip Costs.

• If the Deposit has been paid but the Final bill remains unpaid, simply Edit the Final Bill and adjust the amount to match the newly updated Trip Costs.

4. Adjust the Client Payments

Similarly, in the Client Payments section:

• If the Deposit has not been fully paid, regenerate the Deposit and Final payments using the Add button to match the updated costs.

• If the Deposit has been paid but the Final payment remains unpaid, Edit the Final Payment and adjust the amount based on the updated Trip Costs.

5. Review Financials for Accuracy

Scroll to the bottom of the Financials section and review the Financials Review table:

• Ensure that the Nett/Bills and Rack/Payments columns are accurate and balanced.

• Pay attention to the Differential column. If there are red numbers under either the Nett or Rack fields, this indicates that further adjustments are required.

• Once the Differential column is empty, it confirms that the financials are tied out and all updates have been successfully applied.

By following these steps, you can accurately adjust Trip Costs and ensure that Supplier Bills and Client Payments are updated accordingly. Always double-check the Financials Review section to confirm that no further adjustments are needed.

 And that's How to Adjust Trip Costs and Update Supplier Bills and Client Payments After a Deposit is Made 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 [email protected]. We love hearing from you and are always here to help. Thanks for watching!