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Finance

Invoices and credit notes, money in and money out, supplier bills, and whether the trips you ran actually made anything.

Invoicing

Proformas, invoices, credit notes, and how they are numbered.

Invoices, proformas and credit notes Three documents that do different jobs. A proforma asks for money, an invoice records the sale, a credit note gives it back. Working with a single invoice Line items, payments, credit notes and attachments, plus converting a proforma into a real invoice. Invoice number series Automatic, sequential numbering for invoices, proformas and credit notes, which most tax authorities require.

Money in and out

Customer payments in one ledger, and the bills your suppliers send you.

The payments ledger Every customer and supplier payment in one list, with the method and reference for each. Supplier invoices The bills your suppliers send you, and how their cost gets attributed to the trips that incurred it.

Did it make money?

Revenue, cost and margin per departure and product.

Profitability: did the trip make money? Revenue, cost and margin per departure and per product, with planned against actual cost and a variance.