Once a trip is confirmed, your suppliers need telling. The Vouchers tab on the itinerary page generates supplier vouchers for accommodation, transport and activities.
Confirm first
Like invoices, vouchers are gated on the itinerary being confirmed. Until then the tab reads Generate unavailable until confirmed, and the list says No supplier vouchers yet. Confirm this itinerary first, then generate vouchers.
If the client has agreed outside the app, use Already sent? Skip ahead → on the itinerary and choose Skip to confirmed.
Generating and sending
Vouchers are built from what's already in the itinerary, so there's nothing to re-enter — the stays, transport legs and activities you added become the vouchers.
Each voucher is listed with its Type, Vendor, Guest, Date and Status, with the actions on the row. From there you can:
- Edit the vendor email before sending.
- Send it to the supplier.
- Download the PDF for your own records.
Tips
- Check the vendor email addresses before you send the first batch. They come from the supplier records, and an out-of-date address is the usual reason a hotel says it never received anything.
- The Status column is your checklist for the trip. Work it down to nothing and you know every supplier has been told.
- Generate vouchers as soon as the trip is confirmed, not the week before travel. Suppliers hold space on confirmations, not intentions.