Overview
Open a Journey and select its Financials tab. This is different from the Financials hub in the sidebar — that’s for money across every Journey; this tab is for pricing and invoicing one Journey. What used to live across separate Pricing and Invoices tabs is now one shared service list.This tab is open to anyone who can open the Journey — there’s no extra role requirement here, unlike the Supplier Commissions and Travel Agent Commissions sections of the Financials hub.
KPI Cards
Cards across the top summarize the Journey’s numbers. Select a card to filter the service list below to the rows and columns behind that number:
Selecting Supplier commission also filters the list down to just the services that have a supplier-commission entry — every other card keeps all services visible and only changes which columns are shown.
The Service List
One row per service. Sort by any column by selecting its header. The columns shown change with the selected KPI card — Revenue/Cost/Variance/TA Commission/Journey margin by default, or Type/Terms/Supplier commission/Agent split/Status when the Supplier commission card is selected. Select a service’s row (or its Edit action) to open its Dynamic Pricing dialog — see Dynamic Pricing for how selling price is calculated, and Supplier Commissions for entering a supplier commission on that same service.Selecting Services To Create An Invoice Or Quote Link
1
Select services
Use the checkbox on each row (or the header checkbox to select all) to choose which services to include.
2
Choose an action
A floating action bar appears with two options: Create invoice or Share selected quote.
3
Create invoice
Opens invoice creation pre-filled with only the services you selected.
4
Share selected quote
Saves your selection and copies a public quote link to your clipboard, showing only the selected services.
Services you don’t select simply aren’t included in whichever invoice or quote link you create — nothing happens to them.