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Invoicing

The invoicing page allows you to track the status of your invoices. You can see the total price charged to your customers for each booking and follow up with them to resolve any unpaid bills. The invoicing view is updated automatically every time a new booking is created or modified in B贸kun. Wayop connects to B贸kun using APIs and webhooks to always ensure that the data you see is up to date. Bookings are sorted in chronological order, the most recent ones always appearing at the top of the list!

The two unique features of the invoicing page compared to the booking page or tours page is the possibility to filter per payment status and associate a unique invoice number to each booking.

Invoicing

Invoicing navigation bar

Wayop is designed with efficiency in mind, we have added several tools for searching, filtering and sorting through your data so you can easily manage your operations.

Mass Email

Wayop allows you to send emails in bulk to multiple customers. In order to do so simply select the bookings you want to send an email to and click the mass email icon (Mass email icon ). Your favorite email client will be opened with a pre-filled list of recipients.

Mass email invoicing

Export to CSV

Wayop allows you to select multiple bookings and export them in a csv format (Export to csv icon) in case you need to do some further analysis with excel, send details to a guide or feed the booking information to a separate system.

Export to csv invoicing

Manage columns

The manage columns option (Manage columns icon) lets you choose which columns to display and in which order. With the Wayop drag and drop tool you can easily customise the user interface to your needs.

Manage columns

Print

The printing functionality (Printing icon) allows you to print one or multiple bookings and select which exact information of the booking you want to print. For example you can choose to only print the payment status and invoice information.

Printing functionality Printing fields selection

Ops status filter

The operations status filter allows you to quickly find bookings requiring attention, missing information or needing review. With this filter you can display bookings that have previously been marked with a specific label. Click here for more details about the operations status.

Payment status filter

The payment status filter allows you to quickly find bookings based on their payment status. With this filter you can display bookings that have previously been marked with a specific label. It allows you to quickly find customers with unpaid bills. Click here for more details about the payment status.

Calendar

The calendar allows you to find bookings for a specific date or timeframe. Some quick filters are available to speed up the search

List of predefined filters:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days

The search bar allows you to search through any of the columns (for the timeframe selected) and returns relevant results instantly. The search bar allows you to do a fuzzy seach which returns a list of results based on likely relevance even though search argument words and spellings may not exactly match.

Invoicing page

Invoice number

The invoicing page is the only page on which you can directly edit the invoice number from the table, it allows you to easily track and modify the status of invoices per booking.

Edit invoice number

Operations Status

The Operations status or Ops status Operations status allows you to mark each and every booking with a predefined or custom label in order to track their status. By default, every booking fetched from B贸kun will appear as New and it is up to you to change the status as the booking changes.

As an example, a booking can be changed from New to In Review, Cancelled, Confirmed or any other custom label you might create, the list of labels can be extended in the Settings tab.

Here is the list of predefined Ops statuses:

  • New - Default status assigned by Wayop to bookings retrieved from B贸kun
  • In Review - The customer information is being double checked
  • Confirmed - The booking is all set!
  • Missing Info - A piece of information is missing - pro tip: add the missing info in the comment section
  • Cancelled - The customer cancelled is booking
  • Combo - If your booking is part of a bigger tour (combo tour) with several activities
  • ANY CUSTOM LABEL - The sky is the limit, create custom labels serving your own needs!

The Operations status is automatically propagated to your bookings, tours, invoicing and customer details view so you don't have to change it in multiple places. Ops statuses can also be bulked changed by selecting multiple bookings using the multiple selector tool.

The Wayop Ops status filter allows you to filter for any ops statuses so you can display the data relevant to you and your team.

Alternatively, You can also display the Operation status coming from B贸kun by showing the Booking Status columm.

Here is a screenshot of possible operation statuses:

Operations statuses

Payment Status

The payment status Payment status fully paid allows you to mark each and every booking with a predefined or custom payment label in order to track the state of your invoices across bookings. Getting paid is important and by default every booking fetched from B贸kun will appear with the status None.

As an example, a payment status can be changed from None to Unpaid, Fully Paid, Deposit invoiced or any other custom label, the list of labels can be extended in the Settings tab.

Here is the list of predefined payment statuses:

  • None - Default status assigned by Wayop to bookings retrieved from B贸kun
  • Unpaid - The customer has not paid yet for the tour
  • Deposit Paid - The customer has only paid part of the total invoice
  • Deposit Invoiced - An invoice was sent to the customer but has not been paid yet
  • Fully Paid - The customer has paid the invoice fully
  • ANY CUSTOM LABEL - The sky is the limit, create custom labels serving your own needs!

The payment status is automatically propagated to your bookings, tours, invoicing and customer details page so you don't have to change it in multiple places. Payment statuses can also be bulked changed by selecting multiple bookings using the multiple selector tool.

Here is a screenshot of possible payment statuses:

Payment statuses

Notifications

Notifications of new bookings coming from B贸kun or changes made to already existing bookings in B贸kun are shown in the top right corner of the Wayop application (Notifications). Notifications will show in details which attributes have changed and you can click on the notification itself to quickly get to the booking details.

List of otifications

Sort

Each column of the invoicing page can be sorted either alphabetically or numerically (pick up sorting) so you can easily navigate through your bookings.

Comments

Comments can be added to each of your bookings, if necessary they can be marked as important so your team does not forget to look into it.

Comments important

Comments are automatically propagated to your bookings, tours, invoicing and customer details page so you don't have to create or change them in multiple places.

Bulk changes

Both the Ops Status and Payment Status can be changed for multiple bookings at once. Select the bookings you want to change then go to the Ops Status or Payment Status column to assign a new status to all of the selected bookings. The bulk changes are automatically propagated to your bookings, tours, invoicing and customer details page so you don't have to change the statuses in multiple places.

Bulk changes

Bulk status changes

On the invoicing page there are multiple links allowing you to navigate instinctively between parts of the Wayop application. If you click on the tour name under the Tour details column you are redirected to the tours page and can see how the new booking fits within your already existing reservations for the same date.

Navigation between bookings and tours

If you click on the customer name under the Customer details column you are redirected to the booking details page where you can get in depth information about the reservation.

Navigation to customer details