Send Client Agreement / e-Invoice

Complete the following form to send a Client Agreement, or an e-Invoice or both.

Client/Advisor Information - Complete Each Field

Client Name*

Client Email Address:*

Client Mobile Number: *

Advisor Requesting*

Assigned To*

Kyran Pittman

Stefanie Kite

Becca Foster

First Available Assistant

Client Agreement or Invoice or Both?

Client Agreement Only

Invoice Only

Both Client Agreement & Invoice

Invoice & Delivery Method

Send e-Invoice to Client for Self-Pay

Process Charge to Clien't Card on File

Create e-invoice and/or client agreement link and email to client for self-processing

Create e-invoice and/or client agreement link and email to advisor requesting

Send e-Invoice Via:

Email from Square

Text from Square

Hyperlink via Email on behalf of Advisor (with template)

Is a TRIPSUITE Trip already created?

Yes

No, please create

Enter New Payment for Fee under Client Payments tab in TRIPSUITE trip?

Yes

Is a TRAVEFY already created?

Yes

Square Item Note (Ex: LAST NAME | Destination | Month Year)*

Travel Begins:

Travel Ends:

Notes:

DTA Standard Fee:*

Discount Amount:

Balance Due:*

If Discounted Explain the Reason:

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