Document Types Explained

Document Types Explained


Document Types

TBN's Solutions are designed to give you options when communicating with customers. We know that often there are different needs for different customers that drive what data you want to show, how you present prices, and what level of details you want to display. The following modules give you options when it comes to document types.

  1. Quotes
  2. Bookings
  3. Invoices
Below we will discuss each module individually and the options that exist. 

Quotes

When sending a quote you have the following options- 

Detailed:

Shows the price of the vehicles and the individual included addons.
​

Summary:

Shows only a price for the trip, does not show any add-on prices or details. 


Bookings

When sending a Booking document you have the following options- 

Detailed:

Shows vehicles and addons itemized on the booking PDF. 


Summary:

Shows the total trip price, which vehicles are included but does not itemize the prices. Does not show add-on information. 


Invoices

When sending an invoice you have the following options- 

Basic Invoice:

Standard invoice with vehicle and add-on information. 


Detailed Invoice:

Adds details pricing section which shows the daily vehicle price breakdown and the associated pricing equation. 


Summary Invoice:

Adds the Pricing summary section which shows the multi day pricing breakdown without the pricing calculations, including any fees that are set on the vehicle types page that were included in the price. 


No Pricing Detail Invoice:

Shows no individual prices for vehicles or add-ons and presents the trip as a single price invoiced item. 


Setting the default document type for your company and change it on a customer by customer basis. 

TBN allows you set a default document type and to change that default for individual contacts and organization. This video will walk you through how to do that. 



In this video we cover the following topics
  1. Setting a company default document type for Quotes/bookings/invoices. 
  2. Adjusting the document type on an individual customer record. 
  3. Setting a organization default document type. 
  4. Changing the document type on a quotes, booking or invoice detail page. 




    • Related Articles

    • Fixing White Screens at Login

      Fixing white screens at login In this video we cover the following topics addressing issues with white screens at login verifying you are using the chrome browser Clearing the cache in your browser Using an incognito window Verifying the issue using ...

    • What to do when encountering white screens

      Fixing white screens White screens can occur for a number or reasons. This is a list of the most common- "Glitch in the matrix"- Occasionally, in a web based environment, there are times where a data call goes wrong resulting in a white screen. ...

    • Vehicle Amenity Types

      Vehicle Amenity Types In this video we will cover the following topics- Vehicle Amenity Types Assigning Amenity Types to Routes How amenity types inform Dispatchers What Vehicles to Dispatch Warnings if Assigned Vehicles Don't Have Required Amenities

    • Creating Ticket Types

      Creating Ticket Types Ticket types allows you to set the types of tickets you will sell. This can be anything from "adult" to "youth" tickets, single to triple occupancy, and more.

    • Creating Tour Upgrade Types

      Creating Upgrade Types Upgrade types allow you to add upgrades to your tour ittinaries. This video will show you how to set them up. s allow you to organize your tours into groups that make managing them easier. This video will show you how to create ...