How to Generate Client Payments

Modified on Mon, 5 Aug at 10:34 AM


Welcome! Today, we'll quickly show you how to Generate Client Payments in the Oasis Travel Platform.


1.  First navigate to the Lead Booking you wish to add Client Payments too, then, click on the Financial tab. Similar to generating Supplier Bills, you can also generate Client Payments automatically.



Lead Booking - Financials


2.  Under the Add button for Client Payments, you have 3 options to generate client payments. 


The Add Payment option is a manual way to add payments. This option allows you to customize the payment, including the payer name which is displayed on the invoice. This is a great option for breaking out payments for multiple travelers.


Add Payment


  • Status

    • Unpaid - Client Invoice has not been paid yet

    • Paid - A Client Invoice has been paid

    • Pending - A Client Invoice is in the process of being paid (Example Wire or Transfer time)

  • Type

    • Deposit - This is for partial payments.

    • Final - This is the Final payment, for Trips with a Deposit and an outstanding balance, fill out an invoice for the remaining balance, indicate it as Type "Final" and include the correct final pay date.

    • Refund - If a refund is due, fill out all information as a negative balance in the Amount field using the Negative symbol of ( - ).

  • Payment Date - Choose the appropriate pay date that the invoice came through.

  • Payer First and Last Name - Enter as it appears on the payment

  • Amount Indicate the amount of the invoice. For every Payment, Create a New Invoice so that the Total for the Invoices equals the Total Trip Price.

  • Notes - Internal notes used for payment information or wire numbers.

Click to Learn how to Edit Lists such as Status, Type or Payment Method


Generate Deposit/Final option generates a deposit and final payment based on your company-wide default terms.


Generate Deposit/Final



You can edit the Default Payment Terms for this option simply by navigating to the Company Profile on the left, there towards the bottom, under the Bills and Payments section, will be the Deposit Payment Percent, and Final Payment Due fields for the Auto Generate option.



Generate Bill Option



The Configure the Deposit and Final payment option uses either a specific Amount, or a Percentage for the deposit and final amount due.



Configure Deposit/Final


And that's how to Generate Client Payments 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article