Once the client says yes, billing happens on the itinerary's own page — not from the Invoices list in the sidebar, which is just the overview of everything you've raised.
Why can't I generate an invoice?
Niti won't let you invoice a draft. Until the itinerary is confirmed the Invoices tab reads Generation unavailable until confirmed.
Normally the itinerary moves to confirmed through the proposal — you send it, and the client accepts. If the go-ahead happened outside the app, click Already sent? Skip ahead → on the itinerary page. That offers:
- Mark as already sent — you've shared the PDF or link elsewhere and are waiting on a reply.
- Skip to confirmed — the client has agreed. This locks the itinerary in so you can invoice.
Generate the invoice
Open the itinerary and go to the Invoices tab.
Click Generate invoice. Niti creates it from the payment schedule you set on the itinerary, so if you have a 25% deposit and a 75% balance, the first generation bills the deposit.
Before sending you can split or edit the line items. Then use Preview & Send to email it to the client, or download the PDF.
When it's time for the next instalment, the same button reads Generate next instalment — so you always know you're billing the next slice rather than duplicating the first.
Keeping track
Three figures sit at the top of the tab:
- Invoiced so far
- Remaining to invoice
- Itinerary cap — the total you can bill against this itinerary
Once there's nothing left, the button is replaced with Fully invoiced, no remaining balance.
How do I record a payment?
When the money arrives, use Record payment on the invoice's row in the same tab. That updates the invoice status and the totals above it.
Tips
- Set the payment schedule before you invoice. Generation reads straight from it, so getting it right first saves editing line items afterwards.
- Confirming also unlocks the Vouchers tab, where you generate supplier vouchers for accommodation, transport and activities.