When looking for information on an invoice or trying to discover who a booking agent is in Trams, click on the Invoices tab at the top of the page and then Query.
Under the General tab, you can search for a booking in one of the following ways
- By entering the invoice number in the Invoice # box, hitting tab, and then Query at the top right.
- By entering the confirmation number in the box next to Confirm No on the right.
- By entering the agent’s name in the Outside Agent box to the right. Make sure to click on the drop-down to add the line under the agent’s name.
- By entering the traveler’s name in the Traveler box to the right. Make sure to change the filter to contains.
- You can also search by Issue Date, Depart Date, and Return Date if you have that information.
If you cannot find the invoice by any of these methods then the sale has not been invoiced.
If you do find the invoice, on the main screen you can see the following information regarding the invoice
- Issue Date (the date the invoice was entered into our system
- Invoice number
- Agent
- Traveler name
*If you search on a confirmation number and the client/agent comes up as MIA it means that payment came in with that confirmation number and either there was no invoice in the system to match it to or accounting was unable to match it to an invoice because of differing information.
To open an invoice, highlight the line the invoice appears on and either double-click on it or click on the View button on the right. You can then see the following additional information.
- Airline/Vendor
- Total fare
- Commission
- Ticket/Confirmation No
- Client Status
- Vendor Status
If the vendor status is closed it means that the vendor has made payment. To find out when you need to highlight the invoice line again and click on view and then click on history in the bottom left. On this Booking History screen, you can see when the invoice was paid and how much was or will be paid to the agent.
If the vendor or client status is voided, it means that the invoice has been voided.