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. 




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