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What Are Invoices?

Invoices in Odia help you create professional billing documents. They include an invoice number, issue date, due date, and all the services you want to bill for.
Invoices are generated from Journeys. Service details from the Journey are automatically included in the invoice.
What invoices include:
  • Invoice number (automatically generated)
  • Issue date
  • Due date
  • Customer/traveller information
  • Service line items with descriptions and amounts
  • Total amount

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Creating an Invoice

1

Start from a Journey

Open the Journey you want to invoice and go to its Financials tab. Invoices live on the Invoices card there — a Journey has no separate Invoicing tab.
2

Create the Invoice

Create a new invoice from the Invoices card.Service details from the Journey are pulled in automatically.
3

Review Invoice Information

Check that everything is correct:
  • Invoice number (auto-generated)
  • Issue date (today’s date by default)
  • Due date (set based on payment terms)
  • Customer information
  • Service line items and amounts
4

Set Due Date

Choose when payment should be received (e.g., 15 days, 30 days from issue date)
5

Add Notes (Optional)

Include payment instructions, bank details, or terms and conditions if needed
6

Send or Download

  • Send: Email the invoice to your client as a PDF
  • Download: Save as PDF for manual distribution

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Editing Invoices

You can modify invoices after creating them: What you can edit:
  • Customer information (name, contact, billing address)
  • Service line items (add, remove, or modify services)
  • Amounts
  • Due dates
  • Notes and payment instructions
How to edit:
  1. Open the invoice from Financials > Invoices
  2. Click “Edit” or the edit icon
  3. Make your changes
  4. Save the updated invoice
Edit invoices before sending to clients to make sure all details are correct

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Viewing Invoices

Every invoice your organisation has raised, across all Journeys, is listed under Financials in the main menu. Invoices is the first of the Financials tabs — the others cover supplier commissions and travel agent commissions.
Invoices are not created on this screen. It is where you find, chase and settle the ones that already exist; an invoice is raised on the Journey it belongs to.
The invoice list shows:
  • Invoice numbers
  • Customer names
  • Issue dates
  • Due dates
  • Total amounts
To view details:
  • Click on any invoice row to see the full invoice
  • View all service line items
  • See customer information
  • Access the PDF version

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Invoice Information

Each invoice contains:

Basic Details

  • Invoice number - Unique identifier
  • Issue date - When invoice was created
  • Due date - Payment deadline
  • Reference - Link to original Journey

Line Items

  • Service descriptions - Name and details
  • Individual amounts - Price per service
  • Subtotals - Calculated automatically
  • Total amount - Full invoice total

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Best Practices

Review Before Sending

Always double-check:
  • All service line items are correct
  • Customer information is accurate
  • Due date is appropriate
  • Total amount matches expectations
Why? Correcting errors after sending creates confusion
Add to notes section:
  • Accepted payment methods
  • Bank details or payment instructions
  • Due date (make it explicit)
  • Late payment terms if applicable
Example: “Payment due by March 15, 2026. Wire transfer to: [bank details]”
Good practices:
  • Use the auto-generated invoice numbers (don’t change them)
  • Include clear service descriptions
  • Add reference to the original Journey or trip
  • Archive rather than letting settled invoices clutter your working list
Tip: Invoice numbers are automatically generated to avoid duplicates

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Common Questions

Yes. You can create invoices from Journeys at any stage - whether they’re still in progress, sent, or confirmed.Common scenarios:
  • Invoice for a deposit after sending the Journey
  • Create full invoice after the Journey is accepted
  • Bill for confirmed services
The invoice reflects the Journey services at the time it’s created.
The invoice does NOT automatically update.If you change Journey services or pricing after creating an invoice:
  • The existing invoice stays as it was
  • Edit the invoice manually to match the changes
  • Or create a new invoice if needed
Best practice: Finalize the Journey details before creating invoices
Yes. You can edit invoices even after they’ve been sent to clients.When you edit a sent invoice:
  • You can modify any field (services, amounts, dates, customer info)
  • Save the changes
  • Send the updated version to the client
Note: Let your client know you’ve sent an updated invoice
No. Odia has no delete for invoices — at any stage, sent or not.What you can do instead is archive it. Archiving takes an invoice out of your working list without destroying it, and it is reversible:
  • Archive Invoice is in the row’s ⋮ menu
  • To find it again, filter for archived invoices
  • Restore Invoice, in the same menu, brings it back
To void an invoice that should no longer be paid, set its status to Cancelled rather than archiving it — the invoice stays visible and its status says why.

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What’s Next?

You’ve now learned the core features of Odia for managing trips from first Journey to billing! Quick recap:
  • Admin setup - Configure organization settings
  • Data entry - Add services, suppliers, and contacts
  • CRM - Manage travellers, agencies, and suppliers
  • Journeys - Create, publish, confirm, and operate trips
  • Concierge - Monitor daily operations
  • Tasks - Track what needs to be done
  • Invoices - Create billing documents

Learn More About Invoices

View the complete Invoices documentation for detailed information.